-62.1%
W vs UTHR
+139.1%
-201.2%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.1% |
| 7D | +6.5% | -2.9% | +9.4% | +7.1% |
| 30D | -6.2% | -7.6% | +1.4% | -4.6% |
| 3M | +48.9% | -8.6% | +57.5% | +51.7% |
| 6M | +31.2% | +4.1% | +27.1% | +29.7% |
| YTD | -0.4% | +2.2% | -2.6% | -1.7% |
| 1Y | +14.8% | +26.2% | -11.4% | +7.4% |
| 3Y | +40.5% | +121.2% | -80.7% | +10.9% |
| 5Y | -62.1% | +136.5% | -198.7% | -73.2% |
| All | -62.1% | +139.1% | -201.2% | -73.2% |
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 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