+850.5%
FDX vs UTHR
+7,123.9%
-6,273.3%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | 0.0% | -0.5% |
| 7D | -2.5% | -5.4% | +2.9% | -1.8% |
| 30D | +3.8% | -6.0% | +9.8% | +4.6% |
| 3M | -1.3% | -11.0% | +9.7% | +0.1% |
| 6M | +5.0% | -0.5% | +5.6% | +4.7% |
| YTD | +39.6% | +0.1% | +39.6% | +38.9% |
| 1Y | +81.1% | +28.2% | +53.0% | +74.2% |
| 3Y | +63.0% | +113.8% | -50.8% | +44.1% |
| 5Y | +65.6% | +131.3% | -65.7% | +43.3% |
| 10Y | +183.4% | +296.7% | -113.4% | +122.4% |
| All | +850.5% | +7,123.9% | -6,273.3% | +435.4% |
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