+91.4%
USO vs UTHR
+23.3%
+68.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | -0.2% |
| 7D | +9.5% | -5.4% | +14.9% | +8.5% |
| 30D | +23.6% | -6.0% | +29.6% | +22.4% |
| 3M | +3.8% | -11.0% | +14.8% | +2.0% |
| 6M | +55.0% | -0.5% | +55.6% | +55.0% |
| YTD | +105.3% | +0.1% | +105.2% | +105.5% |
| 1Y | +91.4% | +28.2% | +63.2% | +94.7% |
| All | +91.4% | +23.3% | +68.1% | +94.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling