-24.3%
TMF vs UTHR
+40.6%
-64.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.2% | +1.3% | +2.3% |
| 7D | +4.0% | +3.8% | +0.2% | +3.5% |
| 30D | +19.5% | +13.4% | +6.0% | +17.8% |
| 3M | -3.5% | +17.3% | -20.9% | -5.1% |
| 6M | -10.6% | +4.7% | -15.3% | -10.8% |
| YTD | -17.1% | +24.9% | -41.9% | -19.0% |
| 1Y | -24.3% | +39.1% | -63.4% | -29.3% |
| All | -24.3% | +40.6% | -64.9% | -29.3% |
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