+497.8%
UUUU vs UTHR
+319.3%
+178.5%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.2% |
| 7D | -5.0% | +2.8% | -7.8% | -5.8% |
| 30D | -7.8% | -2.3% | -5.5% | -7.2% |
| 3M | -0.4% | -7.4% | +7.0% | +1.6% |
| 6M | -32.9% | -6.0% | -26.9% | -32.2% |
| YTD | -6.3% | +3.4% | -9.7% | -8.5% |
| 1Y | +7.9% | +27.1% | -19.2% | -1.5% |
| 3Y | +85.2% | +123.8% | -38.6% | +31.6% |
| 5Y | +97.0% | +139.6% | -42.7% | +33.0% |
| All | +497.8% | +319.3% | +178.5% | +203.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 10y: compounded portfolio wealth divided by compounded UTHR 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…
10y analysis · Full analysis span regression · 6 months rolling