+171.4%
FITB vs UTHR
+8,724.6%
-8,553.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | +0.2% |
| 7D | -0.6% | -2.1% | +1.5% | -0.3% |
| 30D | +7.0% | +8.3% | -1.2% | +5.7% |
| 3M | -4.8% | +15.5% | -20.3% | -7.2% |
| 6M | +13.5% | +4.5% | +9.0% | +12.3% |
| YTD | +19.1% | +22.2% | -3.2% | +14.4% |
| 1Y | +30.8% | +29.7% | +1.0% | +24.4% |
| 3Y | +141.6% | +167.3% | -25.7% | +100.5% |
| 5Y | +48.3% | +196.5% | -148.2% | +19.9% |
| 10Y | +215.9% | +369.0% | -153.1% | +132.2% |
| All | +171.4% | +8,724.6% | -8,553.2% | +57.3% |
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