+36.0%
UPS vs UTHR
+319.3%
-283.4%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.3% | +0.8% |
| 7D | -3.4% | +2.8% | -6.2% | -3.8% |
| 30D | -2.7% | -2.3% | -0.5% | -2.5% |
| 3M | -1.6% | -7.4% | +5.8% | -0.8% |
| 6M | +2.3% | -6.0% | +8.3% | +2.8% |
| YTD | +5.6% | +3.4% | +2.2% | +4.5% |
| 1Y | +27.1% | +27.1% | 0.0% | +22.1% |
| 3Y | -26.3% | +123.8% | -150.1% | -36.2% |
| 5Y | -34.5% | +139.6% | -174.1% | -44.7% |
| All | +36.0% | +319.3% | -283.4% | -2.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling