+4.6%
UNH vs UTHR
+138.8%
-134.2%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -3.2% | +2.8% | -5.9% | -3.5% |
| 30D | -3.5% | -2.3% | -1.2% | -3.2% |
| 3M | -4.2% | -7.4% | +3.2% | -3.4% |
| 6M | +38.3% | -6.0% | +44.3% | +39.0% |
| YTD | +19.2% | +3.4% | +15.8% | +18.3% |
| 1Y | +15.0% | +27.1% | -12.1% | +11.2% |
| 3Y | -14.5% | +123.8% | -138.3% | -26.7% |
| 5Y | +4.6% | +139.6% | -135.1% | -11.9% |
| All | +4.6% | +138.8% | -134.2% | -11.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling