+2,174.7%
TRGP vs UTHR
+665.7%
+1,508.9%
-95.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | +0.8% | -5.4% | +6.2% | +2.1% |
| 30D | +11.5% | -6.0% | +17.6% | +13.1% |
| 3M | +9.0% | -11.0% | +20.0% | +11.9% |
| 6M | +20.5% | -0.5% | +21.0% | +19.5% |
| YTD | +59.5% | +0.1% | +59.5% | +57.2% |
| 1Y | +77.9% | +28.2% | +49.7% | +64.0% |
| 3Y | +253.6% | +113.8% | +139.8% | +171.4% |
| 5Y | +615.5% | +131.3% | +484.2% | +423.6% |
| 10Y | +897.1% | +296.7% | +600.4% | +489.2% |
| All | +2,174.7% | +665.7% | +1,508.9% | +1,072.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling