-33.5%
UPS vs UTHR
+140.7%
-174.2%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.0% | -1.4% |
| 7D | -3.7% | +3.0% | -6.7% | -3.9% |
| 30D | -3.7% | -4.3% | +0.6% | -3.4% |
| 3M | -6.6% | -8.4% | +1.8% | -5.9% |
| 6M | +2.6% | -4.2% | +6.8% | +2.7% |
| YTD | +4.8% | +4.0% | +0.8% | +3.9% |
| 1Y | +25.3% | +25.5% | -0.2% | +21.8% |
| 3Y | -26.9% | +125.1% | -152.0% | -34.9% |
| 5Y | -33.5% | +140.3% | -173.8% | -43.6% |
| All | -33.5% | +140.7% | -174.2% | -43.6% |
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