+3,803.3%
URI vs UTHR
+7,123.9%
-3,320.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | -2.0% | -5.4% | +3.4% | -0.8% |
| 30D | -12.9% | -6.0% | -6.9% | -11.9% |
| 3M | -6.7% | -11.0% | +4.2% | -4.6% |
| 6M | +19.0% | -0.5% | +19.5% | +18.3% |
| YTD | +25.5% | +0.1% | +25.5% | +24.1% |
| 1Y | +5.5% | +28.2% | -22.6% | -1.5% |
| 3Y | +111.3% | +113.8% | -2.5% | +70.8% |
| 5Y | +198.6% | +131.3% | +67.2% | +132.7% |
| 10Y | +1,179.9% | +296.7% | +883.2% | +752.3% |
| All | +3,803.3% | +7,123.9% | -3,320.5% | +1,509.1% |
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