+156.3%
UMAC vs UTHR
+23.3%
+133.1%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -3.1% |
| 7D | -0.9% | -5.4% | +4.5% | -1.2% |
| 30D | -7.7% | -6.0% | -1.6% | -7.7% |
| 3M | -26.4% | -11.0% | -15.5% | -26.6% |
| 6M | +61.9% | -0.5% | +62.4% | +57.7% |
| YTD | +86.5% | +0.1% | +86.4% | +80.6% |
| 1Y | +156.3% | +28.2% | +128.2% | +148.7% |
| All | +156.3% | +23.3% | +133.1% | +148.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling