+259.3%
UPS vs UTHR
+2,819.4%
-2,560.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +1.9% |
| 7D | +3.8% | +5.2% | -1.4% | +3.3% |
| 30D | +17.4% | +9.5% | +7.9% | +16.4% |
| 3M | +8.2% | +17.9% | -9.7% | +6.5% |
| 6M | +17.9% | +2.0% | +15.9% | +17.5% |
| YTD | +18.7% | +21.3% | -2.6% | +16.1% |
| 1Y | +24.8% | +27.9% | -3.1% | +21.5% |
| 3Y | -4.5% | +162.3% | -166.9% | -13.9% |
| 5Y | -33.2% | +190.7% | -224.0% | -40.7% |
| 10Y | +44.2% | +365.5% | -321.2% | +20.2% |
| All | +259.3% | +2,819.4% | -2,560.0% | +143.8% |
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