-92.0%
UUUU vs UTHR
+1,716.6%
-1,808.5%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -1.0% |
| 7D | +1.8% | +3.0% | -1.2% | +0.9% |
| 30D | +1.8% | -4.3% | +6.1% | +3.1% |
| 3M | +1.3% | -8.4% | +9.6% | +3.7% |
| 6M | -26.8% | -4.2% | -22.6% | -26.4% |
| YTD | +0.1% | +4.0% | -3.9% | -2.6% |
| 1Y | +11.2% | +25.5% | -14.3% | +1.7% |
| 3Y | +97.7% | +125.1% | -27.4% | +41.7% |
| 5Y | +127.3% | +140.3% | -13.0% | +56.3% |
| 10Y | +532.6% | +322.5% | +210.1% | +237.6% |
| All | -92.0% | +1,716.6% | -1,808.5% | -97.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling