+13,507.3%
GOOGL vs UTHR
+3,137.8%
+10,369.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.3% | -5.4% | +3.1% | -1.3% |
| 30D | -6.6% | -6.0% | -0.5% | -5.6% |
| 3M | -8.9% | -11.0% | +2.0% | -7.1% |
| 6M | +11.9% | -0.5% | +12.4% | +11.4% |
| YTD | +8.3% | +0.1% | +8.3% | +7.5% |
| 1Y | +46.2% | +28.2% | +18.0% | +38.2% |
| 3Y | +151.9% | +113.8% | +38.0% | +108.9% |
| 5Y | +137.7% | +131.3% | +6.4% | +90.5% |
| 10Y | +757.6% | +296.7% | +460.8% | +482.5% |
| All | +13,507.3% | +3,137.8% | +10,369.5% | +6,000.0% |
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