+227.0%
UPS vs UTHR
+2,308.0%
-2,081.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.1% |
| 7D | -2.9% | -5.4% | +2.5% | -2.4% |
| 30D | -3.5% | -6.0% | +2.5% | -3.0% |
| 3M | -5.7% | -11.0% | +5.3% | -4.8% |
| 6M | -4.4% | -0.5% | -3.8% | -4.6% |
| YTD | +8.0% | +0.1% | +7.9% | +7.6% |
| 1Y | +29.0% | +28.2% | +0.9% | +25.6% |
| 3Y | -27.7% | +113.8% | -141.5% | -33.5% |
| 5Y | -34.3% | +131.3% | -165.7% | -40.5% |
| 10Y | +37.8% | +296.7% | -258.9% | +16.5% |
| All | +227.0% | +2,308.0% | -2,081.0% | +125.8% |
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