+1,188.9%
TXN vs UTHR
+7,277.3%
-6,088.5%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.2% |
| 7D | +2.2% | -2.9% | +5.1% | +2.7% |
| 30D | -9.5% | -7.6% | -1.9% | -8.3% |
| 3M | -10.5% | -8.6% | -2.0% | -9.4% |
| 6M | +35.4% | +4.1% | +31.2% | +33.8% |
| YTD | +51.8% | +2.2% | +49.6% | +50.2% |
| 1Y | +42.9% | +26.2% | +16.8% | +36.1% |
| 3Y | +71.3% | +121.2% | -49.9% | +44.6% |
| 5Y | +58.0% | +136.5% | -78.5% | +29.9% |
| 10Y | +393.3% | +300.1% | +93.1% | +257.5% |
| All | +1,188.9% | +7,277.3% | -6,088.5% | +459.6% |
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