+430.9%
TTD vs UTHR
+379.7%
+51.2%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.3% |
| 7D | +20.8% | -2.1% | +22.9% | +21.6% |
| 30D | +33.8% | +8.3% | +25.6% | +31.2% |
| 3M | +17.8% | +15.5% | +2.3% | +12.9% |
| 6M | -25.7% | +4.5% | -30.3% | -27.1% |
| YTD | -57.9% | +22.2% | -80.2% | -61.0% |
| 1Y | -63.8% | +29.7% | -93.6% | -67.1% |
| 3Y | -75.0% | +167.3% | -242.3% | -82.9% |
| 5Y | -82.5% | +196.5% | -279.0% | -88.9% |
| 10Y | +527.9% | +369.0% | +158.9% | +206.1% |
| All | +430.9% | +379.7% | +51.2% | +165.3% |
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