+67.1%
V vs UTHR
+139.1%
-71.9%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -1.9% |
| 7D | -1.1% | -2.9% | +1.8% | -0.8% |
| 30D | +1.9% | -7.6% | +9.5% | +2.7% |
| 3M | +15.5% | -8.6% | +24.1% | +16.5% |
| 6M | +16.6% | +4.1% | +12.5% | +15.8% |
| YTD | +5.7% | +2.2% | +3.5% | +5.0% |
| 1Y | +8.6% | +26.2% | -17.6% | +5.2% |
| 3Y | +52.5% | +121.2% | -68.7% | +33.0% |
| 5Y | +67.1% | +136.5% | -69.4% | +39.4% |
| All | +67.1% | +139.1% | -71.9% | +39.4% |
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