+220.3%
TTMI vs UTHR
+1,467.3%
-1,247.0%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.4% | -2.5% | -2.8% |
| 7D | +11.4% | +5.2% | +6.2% | +10.0% |
| 30D | -28.3% | +9.5% | -37.8% | -30.1% |
| 3M | -46.7% | +17.9% | -64.6% | -49.4% |
| 6M | -56.1% | +2.0% | -58.1% | -56.7% |
| YTD | +7.4% | +21.3% | -14.0% | +0.4% |
| 1Y | +17.4% | +27.9% | -10.5% | +8.2% |
| 3Y | +429.1% | +162.3% | +266.8% | +284.1% |
| 5Y | +418.8% | +190.7% | +228.0% | +254.7% |
| 10Y | +411.2% | +365.5% | +45.8% | +186.3% |
| All | +220.3% | +1,467.3% | -1,247.0% | +11.4% |
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