+636.6%
TRGP vs UTHR
+140.7%
+495.8%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.2% |
| 7D | -0.7% | +3.0% | -3.7% | -1.0% |
| 30D | +9.5% | -4.3% | +13.8% | +9.9% |
| 3M | +10.8% | -8.4% | +19.2% | +11.7% |
| 6M | +25.3% | -4.2% | +29.6% | +25.5% |
| YTD | +60.3% | +4.0% | +56.2% | +58.6% |
| 1Y | +84.6% | +25.5% | +59.0% | +78.3% |
| 3Y | +264.4% | +125.1% | +139.2% | +215.9% |
| 5Y | +636.6% | +140.3% | +496.3% | +525.7% |
| All | +636.6% | +140.7% | +495.8% | +525.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling