+171.9%
FITB vs UTHR
+8,658.1%
-8,486.2%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +2.8% | +5.2% | -2.4% | +1.9% |
| 30D | +9.8% | +9.5% | +0.3% | +8.2% |
| 3M | -5.2% | +17.9% | -23.1% | -7.9% |
| 6M | +17.3% | +2.0% | +15.3% | +16.5% |
| YTD | +19.3% | +21.3% | -2.0% | +14.7% |
| 1Y | +32.7% | +27.9% | +4.8% | +26.5% |
| 3Y | +141.6% | +162.3% | -20.8% | +101.0% |
| 5Y | +48.9% | +190.7% | -141.9% | +20.7% |
| 10Y | +216.5% | +365.5% | -149.0% | +132.9% |
| All | +171.9% | +8,658.1% | -8,486.2% | +57.8% |
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 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