+200.3%
FXI vs UTHR
+3,553.4%
-3,353.1%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -4.2% | +4.9% | -9.1% | -5.1% |
| 30D | -2.0% | +9.2% | -11.2% | -3.8% |
| 3M | -5.0% | +15.9% | -20.9% | -8.1% |
| 6M | -9.6% | +2.0% | -11.6% | -10.5% |
| YTD | -11.9% | +21.8% | -33.7% | -16.1% |
| 1Y | -16.7% | +28.6% | -45.2% | -21.5% |
| 3Y | +40.6% | +166.2% | -125.6% | +10.2% |
| 5Y | -9.1% | +191.8% | -200.9% | -31.4% |
| 10Y | +18.4% | +367.2% | -348.8% | -24.4% |
| All | +200.3% | +3,553.4% | -3,353.1% | +15.1% |
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