+30.9%
KRE vs UTHR
+140.7%
-109.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -2.9% | -1.4% |
| 7D | -1.1% | +3.0% | -4.1% | -1.5% |
| 30D | -3.4% | -4.3% | +0.9% | -2.8% |
| 3M | +3.7% | -8.4% | +12.1% | +4.9% |
| 6M | +14.8% | -4.2% | +19.0% | +15.1% |
| YTD | +14.7% | +4.0% | +10.6% | +13.1% |
| 1Y | +16.0% | +25.5% | -9.5% | +10.6% |
| 3Y | +84.3% | +125.1% | -40.9% | +49.8% |
| 5Y | +30.9% | +140.3% | -109.5% | -0.6% |
| All | +30.9% | +140.7% | -109.9% | -0.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling