+590.1%
EWT vs UTHR
+1,085.6%
-495.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.8% |
| 7D | +1.6% | -2.9% | +4.5% | +2.0% |
| 30D | +8.2% | -7.6% | +15.8% | +9.3% |
| 3M | +11.1% | -8.6% | +19.6% | +12.2% |
| 6M | +60.4% | +4.1% | +56.3% | +59.0% |
| YTD | +75.6% | +2.2% | +73.4% | +74.2% |
| 1Y | +91.3% | +26.2% | +65.1% | +84.2% |
| 3Y | +200.3% | +121.2% | +79.1% | +162.7% |
| 5Y | +156.4% | +136.5% | +19.8% | +119.8% |
| 10Y | +495.8% | +300.1% | +195.7% | +358.3% |
| All | +590.1% | +1,085.6% | -495.5% | +258.0% |
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