+1,450.8%
PAYC vs UTHR
+412.7%
+1,038.1%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.5% | -3.1% | -3.6% |
| 7D | -2.9% | -5.4% | +2.5% | -1.6% |
| 30D | +32.8% | -6.0% | +38.8% | +34.7% |
| 3M | +69.3% | -11.0% | +80.3% | +73.9% |
| 6M | +74.0% | -0.5% | +74.5% | +72.6% |
| YTD | +46.4% | +0.1% | +46.3% | +44.5% |
| 1Y | +4.2% | +28.2% | -24.0% | -3.9% |
| 3Y | -19.7% | +113.8% | -133.6% | -38.0% |
| 5Y | -52.0% | +131.3% | -183.3% | -64.7% |
| 10Y | +356.9% | +296.7% | +60.2% | +169.3% |
| All | +1,450.8% | +412.7% | +1,038.1% | +836.2% |
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