+141.1%
FITB vs UTHR
+168.1%
-27.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.3% |
| 7D | -0.6% | -2.1% | +1.5% | -0.4% |
| 30D | +7.0% | +8.3% | -1.2% | +6.2% |
| 3M | -4.8% | +15.5% | -20.3% | -6.3% |
| 6M | +13.5% | +4.5% | +9.0% | +12.9% |
| YTD | +19.1% | +22.2% | -3.2% | +16.0% |
| 1Y | +30.8% | +29.7% | +1.0% | +26.6% |
| All | +141.1% | +168.1% | -27.0% | +107.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling