+144.1%
UTHR vs FGI
-70.4%
+214.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.5% | -8.1% | -0.5% |
| 7D | -5.4% | +0.5% | -5.9% | -5.4% |
| 30D | -6.0% | +65.4% | -71.5% | -5.6% |
| 3M | -11.0% | +23.5% | -34.5% | -10.5% |
| 6M | -0.5% | +60.5% | -61.1% | +0.1% |
| YTD | +0.1% | +30.0% | -29.9% | +0.8% |
| 1Y | +28.2% | +82.1% | -53.9% | +28.5% |
| 3Y | +113.8% | -4.4% | +118.2% | +115.1% |
| All | +144.1% | -70.4% | +214.5% | +154.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling