+227.5%
LUV vs UTHR
+7,408.4%
-7,180.9%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.2% |
| 7D | +0.7% | +3.0% | -2.4% | +0.3% |
| 30D | -13.4% | -4.3% | -9.1% | -13.0% |
| 3M | -9.6% | -8.4% | -1.2% | -8.7% |
| 6M | -8.9% | -4.2% | -4.7% | -8.7% |
| YTD | -5.2% | +4.0% | -9.2% | -6.1% |
| 1Y | +27.0% | +25.5% | +1.5% | +22.6% |
| 3Y | +39.6% | +125.1% | -85.5% | +22.7% |
| 5Y | -14.4% | +140.3% | -154.7% | -26.1% |
| 10Y | +17.3% | +322.5% | -305.2% | -8.3% |
| All | +227.5% | +7,408.4% | -7,180.9% | +117.5% |
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