+13,447.0%
GOOG vs UTHR
+3,206.6%
+10,240.4%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.4% |
| 7D | +1.1% | -2.9% | +3.9% | +1.6% |
| 30D | -5.1% | -7.6% | +2.5% | -3.7% |
| 3M | -7.1% | -8.6% | +1.5% | -5.7% |
| 6M | +12.7% | +4.1% | +8.5% | +11.2% |
| YTD | +7.1% | +2.2% | +4.9% | +5.8% |
| 1Y | +43.6% | +26.2% | +17.4% | +36.2% |
| 3Y | +146.8% | +121.2% | +25.6% | +103.4% |
| 5Y | +133.7% | +136.5% | -2.9% | +86.5% |
| 10Y | +773.3% | +300.1% | +473.2% | +492.3% |
| All | +13,447.0% | +3,206.6% | +10,240.4% | +5,947.8% |
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