-2.0%
TRU vs UTHR
+124.0%
-126.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | -9.4% | +2.8% | -12.2% | -9.6% |
| 30D | -4.1% | -2.3% | -1.9% | -4.0% |
| 3M | +13.6% | -7.4% | +21.0% | +14.2% |
| 6M | +3.6% | -6.0% | +9.5% | +3.9% |
| YTD | -9.8% | +3.4% | -13.2% | -10.5% |
| 1Y | -13.6% | +27.1% | -40.7% | -16.2% |
| All | -2.0% | +124.0% | -126.0% | -10.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling