+67.6%
UBER vs UTHR
+515.8%
-448.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.9% |
| 7D | +1.6% | +5.2% | -3.6% | +0.6% |
| 30D | +0.6% | +9.5% | -8.9% | -1.3% |
| 3M | -8.2% | +17.9% | -26.1% | -11.7% |
| 6M | -6.7% | +2.0% | -8.7% | -7.5% |
| YTD | -14.7% | +21.3% | -36.0% | -19.1% |
| 1Y | -24.1% | +27.9% | -51.9% | -28.9% |
| 3Y | +33.4% | +162.3% | -128.9% | -2.7% |
| 5Y | +54.5% | +190.7% | -136.3% | +3.1% |
| All | +67.6% | +515.8% | -448.2% | -34.2% |
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