+2,527.3%
TRMB vs UTHR
+8,689.8%
-6,162.5%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | +4.1% | +4.9% | -0.8% | +3.0% |
| 30D | -7.0% | +9.2% | -16.2% | -8.8% |
| 3M | -0.9% | +15.9% | -16.9% | -4.4% |
| 6M | -1.2% | +2.0% | -3.2% | -2.1% |
| YTD | -28.7% | +21.8% | -50.5% | -32.6% |
| 1Y | -32.1% | +28.6% | -60.6% | -36.5% |
| 3Y | +33.4% | +166.2% | -132.8% | +2.8% |
| 5Y | -35.6% | +191.8% | -227.4% | -52.4% |
| 10Y | +103.8% | +367.2% | -263.4% | +30.5% |
| All | +2,527.3% | +8,689.8% | -6,162.5% | +884.8% |
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