+2,557.9%
TRMB vs UTHR
+8,724.6%
-6,166.7%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.2% | +2.0% | +2.9% |
| 7D | +4.1% | -2.1% | +6.2% | +4.5% |
| 30D | -5.1% | +8.3% | -13.3% | -6.7% |
| 3M | -2.6% | +15.5% | -18.1% | -6.0% |
| 6M | -2.7% | +4.5% | -7.2% | -4.1% |
| YTD | -27.9% | +22.2% | -50.2% | -31.9% |
| 1Y | -29.0% | +29.7% | -58.7% | -33.8% |
| 3Y | +35.0% | +167.3% | -132.3% | +3.9% |
| 5Y | -33.9% | +196.5% | -230.4% | -51.3% |
| 10Y | +106.1% | +369.0% | -262.9% | +31.9% |
| All | +2,557.9% | +8,724.6% | -6,166.7% | +895.4% |
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