+257.6%
GE vs UTHR
+8,689.8%
-8,432.1%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.4% | -3.1% | -3.4% |
| 7D | +5.1% | +4.9% | +0.2% | +4.5% |
| 30D | +7.6% | +9.2% | -1.6% | +6.3% |
| 3M | -9.3% | +15.9% | -25.2% | -11.3% |
| 6M | +11.5% | +2.0% | +9.6% | +10.9% |
| YTD | +7.9% | +21.8% | -13.9% | +4.4% |
| 1Y | +7.6% | +28.6% | -20.9% | +3.4% |
| 3Y | +265.9% | +166.2% | +99.6% | +213.8% |
| 5Y | +405.9% | +191.8% | +214.1% | +324.9% |
| 10Y | +149.6% | +367.2% | -217.6% | +93.1% |
| All | +257.6% | +8,689.8% | -8,432.1% | +124.3% |
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