-19.0%
USAR vs UTHR
+154.8%
-173.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | -0.8% | +5.2% | -6.0% | -1.0% |
| 30D | -20.9% | +9.5% | -30.4% | -21.1% |
| 3M | -56.2% | +17.9% | -74.1% | -56.3% |
| 6M | -67.9% | +2.0% | -69.9% | -67.9% |
| YTD | -31.4% | +21.3% | -52.8% | -31.7% |
| 1Y | -45.1% | +27.9% | -72.9% | -45.2% |
| 3Y | -20.3% | +162.3% | -182.7% | -18.6% |
| All | -19.0% | +154.8% | -173.8% | -17.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling