+23.6%
PAYX vs UTHR
+135.8%
-112.2%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.6% |
| 7D | -4.9% | +1.9% | -6.8% | -5.0% |
| 30D | -3.8% | -2.9% | -0.9% | -3.6% |
| 3M | +17.9% | -8.9% | +26.7% | +18.7% |
| 6M | +26.1% | -8.7% | +34.8% | +26.7% |
| YTD | +6.7% | +2.0% | +4.7% | +5.9% |
| 1Y | -10.7% | +22.8% | -33.5% | -13.3% |
| 3Y | +7.0% | +120.6% | -113.7% | -6.5% |
| All | +23.6% | +135.8% | -112.2% | +6.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling