+3,313.2%
V vs UTHR
+1,339.7%
+1,973.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | +0.6% | -2.1% | +2.7% | +1.0% |
| 30D | +9.7% | +7.2% | +2.6% | +8.3% |
| 3M | +17.3% | +11.1% | +6.2% | +14.5% |
| 6M | +33.2% | +4.2% | +29.0% | +31.5% |
| YTD | +21.3% | +20.8% | +0.5% | +15.8% |
| 1Y | +27.3% | +29.7% | -2.3% | +19.9% |
| 3Y | +76.1% | +164.1% | -88.1% | +38.9% |
| 5Y | +103.5% | +190.7% | -87.2% | +54.6% |
| 10Y | +454.5% | +355.4% | +99.1% | +260.8% |
| All | +3,313.2% | +1,339.7% | +1,973.5% | +1,511.3% |
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