+2,698.6%
TRMB vs UTHR
+7,123.9%
-4,425.3%
-87.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -2.5% | -5.4% | +2.9% | -1.4% |
| 30D | +1.5% | -6.0% | +7.6% | +2.8% |
| 3M | +6.8% | -11.0% | +17.7% | +9.3% |
| 6M | -14.9% | -0.5% | -14.4% | -15.4% |
| YTD | -24.1% | +0.1% | -24.2% | -24.9% |
| 1Y | -25.4% | +28.2% | -53.6% | -30.2% |
| 3Y | +8.0% | +113.8% | -105.8% | -12.6% |
| 5Y | -37.3% | +131.3% | -168.6% | -51.1% |
| 10Y | +116.8% | +296.7% | -179.9% | +44.1% |
| All | +2,698.6% | +7,123.9% | -4,425.3% | +998.0% |
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