+7.7%
V vs UTHR
+28.4%
-20.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.4% |
| 7D | -2.9% | +3.0% | -5.9% | -3.1% |
| 30D | +1.9% | -4.3% | +6.2% | +2.2% |
| 3M | +13.2% | -8.4% | +21.6% | +14.0% |
| 6M | +16.7% | -4.2% | +21.0% | +17.0% |
| YTD | +5.4% | +4.0% | +1.4% | +4.6% |
| 1Y | +7.7% | +25.5% | -17.9% | +6.6% |
| All | +7.7% | +28.4% | -20.8% | +6.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling