+11,072.7%
ORLY vs UTHR
+7,277.3%
+3,795.3%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.5% |
| 7D | -2.3% | -2.9% | +0.5% | -2.0% |
| 30D | -8.2% | -7.6% | -0.6% | -7.4% |
| 3M | -3.5% | -8.6% | +5.1% | -2.6% |
| 6M | -9.2% | +4.1% | -13.4% | -9.8% |
| YTD | -5.8% | +2.2% | -8.0% | -6.5% |
| 1Y | -19.3% | +26.2% | -45.5% | -21.8% |
| 3Y | +34.4% | +121.2% | -86.8% | +19.9% |
| 5Y | +117.8% | +136.5% | -18.7% | +91.2% |
| 10Y | +356.9% | +300.1% | +56.8% | +267.6% |
| All | +11,072.7% | +7,277.3% | +3,795.3% | +7,867.3% |
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