+11,908.8%
GOOGL vs UTHR
+3,839.6%
+8,069.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +5.7% | +4.9% | +0.8% | +4.8% |
| 30D | -15.6% | +9.2% | -24.8% | -17.0% |
| 3M | -13.0% | +15.9% | -28.9% | -15.7% |
| 6M | -22.8% | +2.0% | -24.8% | -23.5% |
| YTD | -4.4% | +21.8% | -26.2% | -8.8% |
| 1Y | +4.5% | +28.6% | -24.1% | -1.5% |
| 3Y | +127.4% | +166.2% | -38.8% | +80.6% |
| 5Y | +102.8% | +191.8% | -89.0% | +55.3% |
| 10Y | +681.5% | +367.2% | +314.3% | +414.6% |
| All | +11,908.8% | +3,839.6% | +8,069.2% | +5,073.9% |
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