+559.1%
SCHD vs UTHR
+1,153.7%
-594.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.4% |
| 7D | -1.1% | -2.9% | +1.7% | -0.8% |
| 30D | +1.5% | -7.6% | +9.1% | +2.6% |
| 3M | +7.4% | -8.6% | +16.0% | +8.7% |
| 6M | +12.4% | +4.1% | +8.2% | +11.2% |
| YTD | +27.5% | +2.2% | +25.3% | +26.3% |
| 1Y | +30.0% | +26.2% | +3.8% | +24.6% |
| 3Y | +56.5% | +121.2% | -64.7% | +34.6% |
| 5Y | +60.7% | +136.5% | -75.9% | +35.0% |
| 10Y | +237.8% | +300.1% | -62.3% | +149.2% |
| All | +559.1% | +1,153.7% | -594.6% | +265.4% |
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