+71.1%
FITB vs UTHR
+139.1%
-68.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.0% |
| 7D | +2.8% | -2.9% | +5.7% | +3.3% |
| 30D | -4.5% | -7.6% | +3.1% | -3.4% |
| 3M | +5.7% | -8.6% | +14.2% | +7.0% |
| 6M | +17.1% | +4.1% | +13.0% | +15.7% |
| YTD | +18.3% | +2.2% | +16.1% | +17.1% |
| 1Y | +23.9% | +26.2% | -2.3% | +18.0% |
| 3Y | +131.1% | +121.2% | +9.9% | +88.4% |
| 5Y | +71.1% | +136.5% | -65.5% | +30.8% |
| All | +71.1% | +139.1% | -68.0% | +30.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling