+356.8%
ACWI vs UTHR
+999.2%
-642.4%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | +0.5% | -5.4% | +5.9% | +1.6% |
| 30D | +0.9% | -6.0% | +6.9% | +2.0% |
| 3M | +2.4% | -11.0% | +13.4% | +4.6% |
| 6M | +12.4% | -0.5% | +12.9% | +11.9% |
| YTD | +15.2% | +0.1% | +15.1% | +14.2% |
| 1Y | +22.7% | +28.2% | -5.4% | +15.5% |
| 3Y | +75.8% | +113.8% | -38.0% | +43.8% |
| 5Y | +67.7% | +131.3% | -63.6% | +32.4% |
| 10Y | +229.0% | +296.7% | -67.7% | +115.6% |
| All | +356.8% | +999.2% | -642.4% | +93.9% |
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