-39.0%
U vs UTHR
+354.0%
-393.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.9% |
| 7D | -3.8% | -5.4% | +1.6% | -3.0% |
| 30D | +17.5% | -6.0% | +23.5% | +18.6% |
| 3M | +38.7% | -11.0% | +49.7% | +41.2% |
| 6M | +104.4% | -0.5% | +104.9% | +103.9% |
| YTD | -5.7% | +0.1% | -5.8% | -6.4% |
| 1Y | +3.7% | +28.2% | -24.5% | -1.5% |
| 3Y | +12.3% | +113.8% | -101.5% | -5.2% |
| 5Y | -68.8% | +131.3% | -200.1% | -74.6% |
| All | -39.0% | +354.0% | -393.1% | -44.8% |
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