+45.2%
UBER vs UTHR
+125.3%
-80.0%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.8% | -4.6% | -2.9% |
| 7D | -7.0% | +3.0% | -10.0% | -7.2% |
| 30D | -8.9% | -4.3% | -4.6% | -8.7% |
| 3M | +1.0% | -8.4% | +9.4% | +1.5% |
| 6M | -3.7% | -4.2% | +0.5% | -3.4% |
| YTD | -13.0% | +4.0% | -17.0% | -13.1% |
| 1Y | -25.5% | +25.5% | -51.0% | -26.3% |
| All | +45.2% | +125.3% | -80.0% | +37.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling