+29.7%
UTHR vs ALM
+12.3%
+17.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -7.2% | +8.3% | +1.3% |
| 7D | -2.1% | -6.3% | +4.2% | -1.9% |
| 30D | +7.2% | -31.4% | +38.6% | +8.0% |
| 3M | +11.1% | -40.6% | +51.7% | +12.4% |
| 6M | +4.2% | -58.6% | +62.8% | +5.7% |
| YTD | +20.8% | -7.6% | +28.4% | +24.2% |
| 1Y | +29.7% | +13.8% | +15.8% | +34.2% |
| All | +29.7% | +12.3% | +17.4% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 ALM 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