+88.0%
UUUU vs UTHR
+139.0%
-51.0%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.6% | -5.7% | -6.2% |
| 7D | -5.0% | +2.8% | -7.8% | -5.5% |
| 30D | -7.8% | -2.3% | -5.5% | -7.4% |
| 3M | -0.4% | -7.4% | +7.0% | +0.9% |
| 6M | -32.9% | -6.0% | -26.9% | -32.3% |
| YTD | -6.3% | +3.4% | -9.7% | -7.6% |
| 1Y | +7.9% | +27.1% | -19.2% | +1.6% |
| 3Y | +85.2% | +123.8% | -38.6% | +44.1% |
| All | +88.0% | +139.0% | -51.0% | +37.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling