+513.1%
TRI vs UTHR
+7,245.2%
-6,732.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.6% | -2.1% |
| 7D | -8.4% | +3.0% | -11.4% | -8.8% |
| 30D | -6.5% | -4.3% | -2.2% | -6.0% |
| 3M | +18.6% | -8.4% | +27.0% | +19.8% |
| 6M | -10.4% | -4.2% | -6.2% | -10.3% |
| YTD | -23.7% | +4.0% | -27.7% | -24.5% |
| 1Y | -42.5% | +25.5% | -68.0% | -44.6% |
| 3Y | -19.3% | +125.1% | -144.4% | -29.5% |
| 5Y | -9.7% | +140.3% | -150.0% | -22.6% |
| 10Y | +194.4% | +322.5% | -128.1% | +125.0% |
| All | +513.1% | +7,245.2% | -6,732.2% | +217.9% |
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