+355.4%
UTHR vs ARWR
+1,055.7%
-700.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.1% |
| 7D | -2.1% | -17.7% | +15.6% | -0.3% |
| 30D | +7.2% | -21.9% | +29.1% | +9.8% |
| 3M | +11.1% | -44.5% | +55.7% | +17.7% |
| 6M | +4.2% | -32.6% | +36.8% | +7.6% |
| YTD | +20.8% | -26.2% | +47.0% | +23.1% |
| 1Y | +29.7% | +23.0% | +6.7% | +24.2% |
| 3Y | +164.1% | +81.8% | +82.4% | +132.5% |
| 5Y | +190.7% | -36.0% | +226.7% | +173.8% |
| 10Y | +355.4% | +1,039.5% | -684.1% | +226.8% |
| All | +355.4% | +1,055.7% | -700.3% | +226.8% |
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