+10.3%
TXG vs UTHR
+612.1%
-601.8%
-96.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.4% | -1.2% | -1.5% |
| 7D | -1.8% | +5.2% | -7.0% | -2.8% |
| 30D | -20.4% | +9.5% | -29.9% | -21.7% |
| 3M | +0.1% | +17.9% | -17.9% | -3.6% |
| 6M | +176.2% | +2.0% | +174.2% | +174.1% |
| YTD | +256.8% | +21.3% | +235.4% | +238.5% |
| 1Y | +255.9% | +27.9% | +228.0% | +233.3% |
| 3Y | +60.2% | +162.3% | -102.1% | +17.8% |
| 5Y | -65.1% | +190.7% | -255.8% | -75.6% |
| All | +10.3% | +612.1% | -601.8% | -45.5% |
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