+393.0%
EFA vs UTHR
+7,277.3%
-6,884.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.7% | -0.9% |
| 7D | +1.2% | -2.9% | +4.1% | +1.6% |
| 30D | -0.7% | -7.6% | +6.9% | +0.5% |
| 3M | +6.4% | -8.6% | +15.0% | +7.8% |
| 6M | +11.4% | +4.1% | +7.2% | +10.2% |
| YTD | +14.0% | +2.2% | +11.8% | +12.9% |
| 1Y | +20.2% | +26.2% | -6.0% | +14.8% |
| 3Y | +68.2% | +121.2% | -53.0% | +42.7% |
| 5Y | +54.8% | +136.5% | -81.7% | +28.1% |
| 10Y | +142.4% | +300.1% | -157.7% | +75.1% |
| All | +393.0% | +7,277.3% | -6,884.3% | +109.1% |
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