+140.3%
UTHR vs CLBK
+41.8%
+98.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +1.9% |
| 7D | +3.0% | -1.5% | +4.5% | +3.1% |
| 30D | -4.3% | +6.7% | -11.0% | -4.9% |
| 3M | -8.4% | +21.2% | -29.5% | -9.9% |
| 6M | -4.2% | +42.0% | -46.2% | -7.2% |
| YTD | +4.0% | +63.3% | -59.2% | -0.6% |
| 1Y | +25.5% | +65.4% | -39.9% | +19.7% |
| 3Y | +125.1% | +52.5% | +72.7% | +114.0% |
| 5Y | +140.3% | +42.0% | +98.4% | +122.7% |
| All | +140.3% | +41.8% | +98.5% | +122.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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