+3,390.0%
UNP vs UTHR
+8,620.1%
-5,230.2%
-59.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.2% | +1.1% |
| 7D | -0.9% | -2.1% | +1.2% | -0.7% |
| 30D | +8.0% | +7.2% | +0.8% | +7.3% |
| 3M | +3.3% | +11.1% | -7.8% | +2.1% |
| 6M | +14.7% | +4.2% | +10.5% | +14.0% |
| YTD | +31.9% | +20.8% | +11.1% | +28.7% |
| 1Y | +37.1% | +29.7% | +7.4% | +32.8% |
| 3Y | +51.9% | +164.1% | -112.3% | +34.6% |
| 5Y | +39.3% | +190.7% | -151.4% | +21.2% |
| 10Y | +284.1% | +355.4% | -71.3% | +212.0% |
| All | +3,390.0% | +8,620.1% | -5,230.2% | +2,364.2% |
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