+1,737.4%
ULTA vs UTHR
+1,305.3%
+432.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.7% |
| 7D | -1.8% | +3.0% | -4.8% | -2.4% |
| 30D | -1.2% | -4.3% | +3.1% | -0.4% |
| 3M | +13.4% | -8.4% | +21.8% | +15.2% |
| 6M | -15.6% | -4.2% | -11.4% | -15.3% |
| YTD | -10.4% | +4.0% | -14.5% | -11.9% |
| 1Y | +5.5% | +25.5% | -20.1% | -0.4% |
| 3Y | +31.0% | +125.1% | -94.1% | +7.1% |
| 5Y | +41.8% | +140.3% | -98.5% | +12.5% |
| 10Y | +127.0% | +322.5% | -195.5% | +52.3% |
| All | +1,737.4% | +1,305.3% | +432.1% | +844.2% |
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