+29.7%
UTHR vs FGI
+45.2%
-15.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -2.1% | -4.1% | +2.0% | -2.2% |
| 30D | +7.2% | -3.4% | +10.5% | +7.2% |
| 3M | +11.1% | +61.8% | -50.6% | +13.0% |
| 6M | +4.2% | +17.0% | -12.8% | +5.6% |
| YTD | +20.8% | +31.4% | -10.6% | +26.3% |
| 1Y | +29.7% | +42.7% | -13.0% | +31.9% |
| All | +29.7% | +45.2% | -15.5% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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