+221.8%
FXI vs UTHR
+2,902.5%
-2,680.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.1% | +1.6% |
| 7D | +1.0% | -5.4% | +6.4% | +2.1% |
| 30D | -0.6% | -6.0% | +5.5% | +0.6% |
| 3M | +1.9% | -11.0% | +12.9% | +4.1% |
| 6M | -0.2% | -0.5% | +0.4% | -0.6% |
| YTD | -5.6% | +0.1% | -5.7% | -6.3% |
| 1Y | -4.7% | +28.2% | -32.8% | -10.1% |
| 3Y | +38.0% | +113.8% | -75.8% | +13.3% |
| 5Y | -2.7% | +131.3% | -134.0% | -22.9% |
| 10Y | +19.9% | +296.7% | -276.8% | -21.0% |
| All | +221.8% | +2,902.5% | -2,680.7% | +28.6% |
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