+1,974.5%
TRV vs UTHR
+7,277.3%
-5,302.8%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.2% |
| 7D | +0.5% | -2.9% | +3.4% | +0.8% |
| 30D | -4.9% | -7.6% | +2.7% | -4.1% |
| 3M | +23.7% | -8.6% | +32.3% | +24.9% |
| 6M | +20.3% | +4.1% | +16.2% | +19.5% |
| YTD | +27.1% | +2.2% | +24.9% | +26.2% |
| 1Y | +35.3% | +26.2% | +9.1% | +31.2% |
| 3Y | +139.8% | +121.2% | +18.6% | +115.1% |
| 5Y | +153.9% | +136.5% | +17.3% | +124.3% |
| 10Y | +285.9% | +300.1% | -14.3% | +214.1% |
| All | +1,974.5% | +7,277.3% | -5,302.8% | +1,095.3% |
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