+300.1%
UTHR vs ARWR
+1,075.6%
-775.4%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.4% | +3.5% | +2.3% |
| 7D | -2.9% | +2.9% | -5.7% | -3.2% |
| 30D | -7.6% | -2.9% | -4.7% | -7.3% |
| 3M | -8.6% | +15.2% | -23.8% | -10.2% |
| 6M | +4.1% | +42.3% | -38.1% | -0.1% |
| YTD | +2.2% | +28.2% | -26.0% | -1.2% |
| 1Y | +26.2% | +213.2% | -187.1% | +10.4% |
| 3Y | +121.2% | +184.6% | -63.5% | +87.6% |
| 5Y | +136.5% | +29.2% | +107.3% | +108.8% |
| 10Y | +300.1% | +1,012.5% | -712.4% | +194.3% |
| All | +300.1% | +1,075.6% | -775.4% | +194.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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