+3,411.1%
UNP vs UTHR
+8,658.1%
-5,247.0%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.2% | -0.5% |
| 7D | +4.2% | +5.2% | -1.0% | +3.7% |
| 30D | +5.6% | +9.5% | -3.9% | +4.6% |
| 3M | +2.0% | +17.9% | -15.9% | +0.2% |
| 6M | +15.4% | +2.0% | +13.4% | +14.9% |
| YTD | +32.7% | +21.3% | +11.4% | +29.4% |
| 1Y | +39.4% | +27.9% | +11.6% | +35.2% |
| 3Y | +54.3% | +162.3% | -108.0% | +36.9% |
| 5Y | +39.6% | +190.7% | -151.1% | +21.5% |
| 10Y | +288.9% | +365.5% | -76.6% | +215.2% |
| All | +3,411.1% | +8,658.1% | -5,247.0% | +2,378.0% |
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