-15.7%
TMF vs UTHR
+23.3%
-39.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.4% |
| 7D | -1.4% | -5.4% | +4.0% | -1.0% |
| 30D | -2.8% | -6.0% | +3.2% | -2.3% |
| 3M | -10.9% | -11.0% | +0.1% | -10.1% |
| 6M | -21.3% | -0.5% | -20.8% | -20.9% |
| YTD | -15.9% | +0.1% | -16.0% | -15.4% |
| 1Y | -15.7% | +28.2% | -43.9% | -14.5% |
| All | -15.7% | +23.3% | -39.0% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded UTHR wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling