+385.7%
ALK vs UTHR
+7,123.9%
-6,738.1%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +1.6% |
| 7D | -0.7% | -5.4% | +4.7% | +0.2% |
| 30D | -19.2% | -6.0% | -13.2% | -18.5% |
| 3M | -1.5% | -11.0% | +9.4% | +0.2% |
| 6M | -13.1% | -0.5% | -12.5% | -13.3% |
| YTD | -16.4% | +0.1% | -16.5% | -16.9% |
| 1Y | -33.1% | +28.2% | -61.2% | -36.2% |
| 3Y | +0.6% | +113.8% | -113.2% | -13.2% |
| 5Y | -26.4% | +131.3% | -157.7% | -38.0% |
| 10Y | -34.2% | +296.7% | -330.9% | -50.4% |
| All | +385.7% | +7,123.9% | -6,738.1% | +183.0% |
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 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