+4,915.8%
OKE vs UTHR
+7,364.6%
-2,448.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | 0.0% | +2.8% | -2.8% | -0.4% |
| 30D | +4.6% | -2.3% | +6.8% | +4.8% |
| 3M | +6.9% | -7.4% | +14.3% | +7.8% |
| 6M | +15.8% | -6.0% | +21.7% | +16.2% |
| YTD | +35.2% | +3.4% | +31.8% | +33.7% |
| 1Y | +37.6% | +27.1% | +10.5% | +32.4% |
| 3Y | +72.0% | +123.8% | -51.8% | +51.2% |
| 5Y | +139.0% | +139.6% | -0.7% | +106.4% |
| 10Y | +258.7% | +320.0% | -61.3% | +184.3% |
| All | +4,915.8% | +7,364.6% | -2,448.8% | +3,007.0% |
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