+4,019.2%
EOG vs UTHR
+7,123.9%
-3,104.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.5% |
| 7D | +1.3% | -5.4% | +6.7% | +2.0% |
| 30D | +8.2% | -6.0% | +14.2% | +9.0% |
| 3M | +3.8% | -11.0% | +14.8% | +5.4% |
| 6M | +15.3% | -0.5% | +15.9% | +14.9% |
| YTD | +41.7% | +0.1% | +41.6% | +40.8% |
| 1Y | +23.6% | +28.2% | -4.6% | +18.4% |
| 3Y | +23.3% | +113.8% | -90.5% | +8.1% |
| 5Y | +170.4% | +131.3% | +39.1% | +132.1% |
| 10Y | +125.5% | +296.7% | -171.2% | +76.2% |
| All | +4,019.2% | +7,123.9% | -3,104.7% | +2,735.9% |
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