+182.5%
UTHR vs COO
-42.2%
+224.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.8% | +1.2% | -0.5% |
| 7D | -6.1% | +4.7% | -10.8% | -6.6% |
| 30D | +3.1% | +13.9% | -10.8% | +1.8% |
| 3M | +5.5% | -14.9% | +20.4% | +6.9% |
| 6M | -5.8% | +2.0% | -7.9% | -6.5% |
| YTD | +15.3% | -23.9% | +39.3% | +18.0% |
| 1Y | +23.8% | -9.6% | +33.4% | +24.5% |
| 3Y | +146.3% | -25.4% | +171.7% | +149.8% |
| All | +182.5% | -42.2% | +224.7% | +209.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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