+1,497.9%
META vs UTHR
+1,240.3%
+257.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.0% | +3.1% | -2.9% |
| 7D | -3.1% | -4.7% | +1.6% | -2.4% |
| 30D | -18.1% | +4.4% | -22.6% | -18.7% |
| 3M | +2.9% | +9.0% | -6.1% | +1.2% |
| 6M | +0.2% | -1.1% | +1.3% | -0.1% |
| YTD | -8.1% | +16.1% | -24.2% | -10.9% |
| 1Y | -4.5% | +26.4% | -31.0% | -8.6% |
| 3Y | +94.2% | +152.1% | -57.9% | +62.3% |
| 5Y | +79.1% | +179.6% | -100.6% | +45.1% |
| 10Y | +405.9% | +395.6% | +10.3% | +254.1% |
| All | +1,497.9% | +1,240.3% | +257.6% | +1,093.6% |
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 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