+3,199.7%
EXPD vs UTHR
+7,123.9%
-3,924.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | -1.1% | -5.4% | +4.3% | -0.5% |
| 30D | +4.1% | -6.0% | +10.1% | +4.8% |
| 3M | +17.9% | -11.0% | +28.9% | +19.5% |
| 6M | +29.2% | -0.5% | +29.8% | +28.7% |
| YTD | +27.4% | +0.1% | +27.3% | +26.6% |
| 1Y | +56.8% | +28.2% | +28.7% | +50.7% |
| 3Y | +68.0% | +113.8% | -45.8% | +48.4% |
| 5Y | +61.9% | +131.3% | -69.5% | +40.0% |
| 10Y | +316.0% | +296.7% | +19.3% | +224.4% |
| All | +3,199.7% | +7,123.9% | -3,924.1% | +1,701.9% |
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