+1,455.3%
QQQ vs UTHR
+7,277.3%
-5,822.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.4% |
| 7D | +1.5% | -2.9% | +4.4% | +2.0% |
| 30D | -0.6% | -7.6% | +6.9% | +0.6% |
| 3M | +0.4% | -8.6% | +9.0% | +1.8% |
| 6M | +20.1% | +4.1% | +15.9% | +18.7% |
| YTD | +17.2% | +2.2% | +15.0% | +16.0% |
| 1Y | +24.7% | +26.2% | -1.5% | +18.8% |
| 3Y | +96.2% | +121.2% | -25.0% | +65.6% |
| 5Y | +94.4% | +136.5% | -42.2% | +60.1% |
| 10Y | +556.7% | +300.1% | +256.6% | +374.8% |
| All | +1,455.3% | +7,277.3% | -5,822.0% | +569.9% |
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