+947.7%
EVRG vs UTHR
+7,123.9%
-6,176.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.4% |
| 7D | +1.1% | -5.4% | +6.5% | +1.5% |
| 30D | -1.0% | -6.0% | +5.0% | -0.6% |
| 3M | +0.4% | -11.0% | +11.4% | +1.2% |
| 6M | -0.8% | -0.5% | -0.3% | -1.0% |
| YTD | +15.3% | +0.1% | +15.3% | +15.0% |
| 1Y | +17.9% | +28.2% | -10.3% | +15.4% |
| 3Y | +71.9% | +113.8% | -41.9% | +60.7% |
| 5Y | +45.3% | +131.3% | -86.1% | +34.4% |
| 10Y | +113.1% | +296.7% | -183.7% | +86.8% |
| All | +947.7% | +7,123.9% | -6,176.1% | +586.1% |
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