+592.0%
LULU vs UTHR
+1,347.5%
-755.5%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.6% | -2.3% | -2.7% |
| 7D | -20.4% | +2.8% | -23.2% | -21.0% |
| 30D | -22.9% | -2.3% | -20.6% | -22.5% |
| 3M | -18.5% | -7.4% | -11.1% | -17.1% |
| 6M | -41.8% | -6.0% | -35.8% | -41.3% |
| YTD | -53.4% | +3.4% | -56.8% | -54.3% |
| 1Y | -40.9% | +27.1% | -68.0% | -45.3% |
| 3Y | -75.6% | +123.8% | -199.4% | -81.5% |
| 5Y | -77.2% | +139.6% | -216.9% | -83.6% |
| 10Y | +49.5% | +320.0% | -270.5% | -15.3% |
| All | +592.0% | +1,347.5% | -755.5% | +139.4% |
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