+120.5%
URI vs UTHR
+114.7%
+5.9%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.6% |
| 7D | -2.0% | -5.4% | +3.4% | -1.6% |
| 30D | -12.9% | -6.0% | -6.9% | -12.6% |
| 3M | -6.7% | -11.0% | +4.2% | -6.0% |
| 6M | +19.0% | -0.5% | +19.5% | +18.8% |
| YTD | +25.5% | +0.1% | +25.5% | +25.0% |
| 1Y | +5.5% | +28.2% | -22.6% | +2.3% |
| All | +120.5% | +114.7% | +5.9% | +101.2% |
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 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