+69.4%
USAR vs UTHR
+118.5%
-49.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -3.4% |
| 7D | -4.4% | +3.0% | -7.4% | -4.5% |
| 30D | -10.4% | -4.3% | -6.1% | -10.3% |
| 3M | -18.4% | -8.4% | -10.0% | -18.2% |
| 6M | -8.8% | -4.2% | -4.6% | -8.6% |
| YTD | +43.4% | +4.0% | +39.3% | +43.3% |
| 1Y | +21.0% | +25.5% | -4.5% | +21.7% |
| 3Y | +67.7% | +125.1% | -57.4% | +72.1% |
| All | +69.4% | +118.5% | -49.0% | +73.9% |
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