+129.8%
UAL vs UTHR
+114.7%
+15.1%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +2.6% |
| 7D | +0.7% | -5.4% | +6.1% | +1.6% |
| 30D | -16.1% | -6.0% | -10.1% | -15.3% |
| 3M | +6.1% | -11.0% | +17.1% | +8.1% |
| 6M | +10.8% | -0.5% | +11.4% | +10.5% |
| YTD | -0.4% | +0.1% | -0.5% | -1.2% |
| 1Y | +5.0% | +28.2% | -23.1% | -0.9% |
| All | +129.8% | +114.7% | +15.1% | +95.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling