+550.6%
ROKU vs UTHR
+325.6%
+225.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.3% | -2.0% |
| 7D | -3.0% | +3.0% | -6.1% | -3.8% |
| 30D | +0.7% | -4.3% | +5.0% | +1.7% |
| 3M | +26.5% | -8.4% | +34.8% | +29.1% |
| 6M | +52.6% | -4.2% | +56.9% | +53.5% |
| YTD | +40.9% | +4.0% | +36.9% | +38.1% |
| 1Y | +57.6% | +25.5% | +32.1% | +46.2% |
| 3Y | +83.2% | +125.1% | -41.9% | +35.3% |
| 5Y | -54.8% | +140.3% | -195.1% | -68.3% |
| All | +550.6% | +325.6% | +225.0% | +356.2% |
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