+3,262.3%
UNP vs UTHR
+7,123.9%
-3,861.6%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.2% |
| 7D | -5.3% | -5.4% | +0.1% | -4.8% |
| 30D | -1.5% | -6.0% | +4.5% | -1.0% |
| 3M | +10.3% | -11.0% | +21.2% | +11.5% |
| 6M | +9.7% | -0.5% | +10.2% | +9.5% |
| YTD | +27.1% | +0.1% | +27.0% | +26.6% |
| 1Y | +32.6% | +28.2% | +4.4% | +28.5% |
| 3Y | +40.0% | +113.8% | -73.8% | +26.9% |
| 5Y | +50.8% | +131.3% | -80.5% | +34.5% |
| 10Y | +278.6% | +296.7% | -18.1% | +212.4% |
| All | +3,262.3% | +7,123.9% | -3,861.6% | +2,323.3% |
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