-1.9%
ZS vs UTHR
+121.3%
-123.2%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.1% | -6.8% | -4.7% |
| 7D | -9.2% | -2.9% | -6.3% | -9.1% |
| 30D | -4.0% | -7.6% | +3.6% | -3.6% |
| 3M | +25.3% | -8.6% | +33.9% | +25.8% |
| 6M | -1.3% | +4.1% | -5.4% | -1.8% |
| YTD | -28.0% | +2.2% | -30.2% | -28.4% |
| 1Y | -42.5% | +26.2% | -68.7% | -43.8% |
| All | -1.9% | +121.3% | -123.2% | -1.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling