+115.0%
UMC vs UTHR
+40.6%
+74.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.2% | -3.3% | -2.1% |
| 7D | -14.7% | +3.8% | -18.4% | -14.7% |
| 30D | -32.9% | +13.4% | -46.3% | -33.1% |
| 3M | -22.2% | +17.3% | -39.5% | -22.6% |
| 6M | +25.9% | +4.7% | +21.2% | +26.0% |
| YTD | +107.9% | +24.9% | +83.0% | +110.0% |
| 1Y | +115.0% | +39.1% | +75.9% | +141.7% |
| All | +115.0% | +40.6% | +74.4% | +141.7% |
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