+812.9%
TTMI vs UTHR
+140.7%
+672.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.8% | -5.7% | -4.2% |
| 7D | +7.5% | +3.0% | +4.5% | +7.0% |
| 30D | -4.5% | -4.3% | -0.2% | -3.9% |
| 3M | -28.5% | -8.4% | -20.2% | -27.7% |
| 6M | +28.4% | -4.2% | +32.6% | +29.0% |
| YTD | +80.1% | +4.0% | +76.1% | +78.6% |
| 1Y | +161.0% | +25.5% | +135.5% | +152.3% |
| 3Y | +862.4% | +125.1% | +737.3% | +778.7% |
| 5Y | +812.9% | +140.3% | +672.6% | +724.7% |
| All | +812.9% | +140.7% | +672.2% | +724.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling