-38.7%
TRMB vs UTHR
+140.7%
-179.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.5% |
| 7D | -2.9% | +3.0% | -5.9% | -3.2% |
| 30D | -1.8% | -4.3% | +2.5% | -1.4% |
| 3M | +8.4% | -8.4% | +16.8% | +9.3% |
| 6M | -18.5% | -4.2% | -14.3% | -18.4% |
| YTD | -26.7% | +4.0% | -30.8% | -27.3% |
| 1Y | -28.3% | +25.5% | -53.8% | -30.4% |
| 3Y | +12.6% | +125.1% | -112.5% | +1.1% |
| 5Y | -38.7% | +140.3% | -179.0% | -45.6% |
| All | -38.7% | +140.7% | -179.5% | -45.6% |
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