+134.5%
UTHR vs ARWR
+28.5%
+106.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.4% | -0.5% |
| 7D | -5.4% | +1.7% | -7.1% | -5.6% |
| 30D | -6.0% | -0.7% | -5.4% | -6.0% |
| 3M | -11.0% | +14.9% | -25.8% | -12.9% |
| 6M | -0.5% | +32.6% | -33.2% | -4.7% |
| YTD | +0.1% | +30.0% | -30.0% | -4.1% |
| 1Y | +28.2% | +208.4% | -180.2% | +8.7% |
| 3Y | +113.8% | +208.8% | -95.0% | +71.8% |
| All | +134.5% | +28.5% | +106.0% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling