-58.7%
Z vs UTHR
+23.3%
-81.9%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -2.1% |
| 7D | -3.0% | -5.4% | +2.4% | -3.1% |
| 30D | -4.2% | -6.0% | +1.9% | -4.2% |
| 3M | -3.7% | -11.0% | +7.3% | -3.6% |
| 6M | -24.5% | -0.5% | -24.0% | -23.7% |
| YTD | -49.3% | +0.1% | -49.4% | -49.2% |
| 1Y | -58.7% | +28.2% | -86.8% | -58.0% |
| All | -58.7% | +23.3% | -81.9% | -58.0% |
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