+65.0%
FDX vs UTHR
+40.6%
+24.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.5% |
| 7D | +8.1% | +3.8% | +4.4% | +7.9% |
| 30D | +13.9% | +13.4% | +0.5% | +13.0% |
| 3M | +5.5% | +17.3% | -11.8% | +4.5% |
| 6M | +15.1% | +4.7% | +10.4% | +14.8% |
| YTD | +43.2% | +24.9% | +18.3% | +41.6% |
| 1Y | +65.0% | +39.1% | +25.9% | +54.0% |
| All | +65.0% | +40.6% | +24.4% | +54.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling