+359.8%
ARKK vs UTHR
+280.4%
+79.3%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.5% | -2.3% |
| 7D | +1.4% | +3.0% | -1.6% | +0.6% |
| 30D | +5.1% | -4.3% | +9.4% | +6.3% |
| 3M | +12.7% | -8.4% | +21.1% | +15.3% |
| 6M | +13.8% | -4.2% | +18.0% | +14.5% |
| YTD | +9.9% | +4.0% | +5.9% | +7.5% |
| 1Y | +10.4% | +25.5% | -15.1% | +1.8% |
| 3Y | +93.6% | +125.1% | -31.5% | +42.5% |
| 5Y | -29.4% | +140.3% | -169.7% | -50.4% |
| 10Y | +336.9% | +322.5% | +14.4% | +133.2% |
| All | +359.8% | +280.4% | +79.3% | +145.8% |
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