+1,514.6%
EQT vs UTHR
+7,264.6%
-5,750.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.3% | -0.3% | -1.5% |
| 7D | -2.0% | +1.9% | -3.9% | -2.2% |
| 30D | 0.0% | -2.9% | +2.9% | +0.3% |
| 3M | +5.9% | -8.9% | +14.8% | +7.0% |
| 6M | -14.8% | -8.7% | -6.0% | -14.2% |
| YTD | +1.8% | +2.0% | -0.3% | +1.0% |
| 1Y | +7.4% | +22.8% | -15.4% | +4.1% |
| 3Y | +33.6% | +120.6% | -87.0% | +19.2% |
| 5Y | +199.3% | +136.4% | +62.9% | +163.1% |
| 10Y | +50.0% | +314.4% | -264.4% | +21.3% |
| All | +1,514.6% | +7,264.6% | -5,750.0% | +949.6% |
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