+1,182.4%
URI vs UTHR
+349.3%
+833.1%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.1% | -3.1% | -2.3% |
| 7D | -6.0% | -2.1% | -3.9% | -5.5% |
| 30D | +4.6% | +7.2% | -2.6% | +3.0% |
| 3M | -2.7% | +11.1% | -13.8% | -5.4% |
| 6M | +18.4% | +4.2% | +14.2% | +16.7% |
| YTD | +37.4% | +20.8% | +16.6% | +29.3% |
| 1Y | +30.4% | +29.7% | +0.7% | +20.4% |
| 3Y | +147.9% | +164.1% | -16.2% | +78.2% |
| 5Y | +202.1% | +190.7% | +11.4% | +103.2% |
| 10Y | +1,182.4% | +355.4% | +827.0% | +530.6% |
| All | +1,182.4% | +349.3% | +833.1% | +530.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling