-68.0%
U vs UTHR
+139.1%
-207.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +2.2% |
| 7D | +4.5% | -2.9% | +7.3% | +5.0% |
| 30D | -0.6% | -7.6% | +7.0% | +0.8% |
| 3M | +48.4% | -8.6% | +57.0% | +50.8% |
| 6M | +115.4% | +4.1% | +111.2% | +112.8% |
| YTD | -3.2% | +2.2% | -5.4% | -4.5% |
| 1Y | -6.0% | +26.2% | -32.2% | -11.4% |
| 3Y | +13.5% | +121.2% | -107.7% | -10.0% |
| 5Y | -68.0% | +136.5% | -204.5% | -73.6% |
| All | -68.0% | +139.1% | -207.1% | -73.6% |
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 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