+200.3%
FXI vs UTHR
+3,540.2%
-3,340.0%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | -4.2% | +5.2% | -9.4% | -5.2% |
| 30D | -1.1% | +9.5% | -10.6% | -3.0% |
| 3M | -4.0% | +17.9% | -21.9% | -7.4% |
| 6M | -11.8% | +2.0% | -13.8% | -12.7% |
| YTD | -11.9% | +21.3% | -33.2% | -16.1% |
| 1Y | -16.1% | +27.9% | -44.0% | -21.0% |
| 3Y | +38.8% | +162.3% | -123.6% | +9.1% |
| 5Y | -9.1% | +190.7% | -199.8% | -31.4% |
| 10Y | +18.4% | +365.5% | -347.1% | -24.3% |
| All | +200.3% | +3,540.2% | -3,340.0% | +15.2% |
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