+730.7%
EXPE vs UTHR
+1,966.3%
-1,235.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.7% | -4.2% | -4.7% |
| 7D | -9.3% | -6.1% | -3.2% | -7.8% |
| 30D | +0.1% | +3.1% | -3.0% | -0.4% |
| 3M | -15.3% | +5.5% | -20.8% | -16.7% |
| 6M | +5.5% | -5.8% | +11.3% | +6.5% |
| YTD | -8.0% | +15.3% | -23.3% | -12.4% |
| 1Y | +18.9% | +23.8% | -4.9% | +11.1% |
| 3Y | +135.5% | +146.3% | -10.8% | +77.2% |
| 5Y | +44.3% | +177.8% | -133.5% | +2.9% |
| 10Y | +117.7% | +392.4% | -274.7% | +24.7% |
| All | +730.7% | +1,966.3% | -1,235.6% | +213.5% |
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