+229.9%
TTMI vs UTHR
+1,473.0%
-1,243.1%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.0% |
| 7D | +22.6% | +4.9% | +17.7% | +21.1% |
| 30D | -34.3% | +9.2% | -43.5% | -35.9% |
| 3M | -44.8% | +15.9% | -60.7% | -47.3% |
| 6M | -53.3% | +2.0% | -55.3% | -53.9% |
| YTD | +10.6% | +21.8% | -11.2% | +3.3% |
| 1Y | +8.2% | +28.6% | -20.4% | -0.5% |
| 3Y | +435.7% | +166.2% | +269.4% | +287.2% |
| 5Y | +434.2% | +191.8% | +242.4% | +264.8% |
| 10Y | +426.4% | +367.2% | +59.3% | +194.5% |
| All | +229.9% | +1,473.0% | -1,243.1% | +14.6% |
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