+178.1%
UTHR vs ARWR
-28.9%
+207.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.2% | -1.9% | -0.8% |
| 7D | -6.1% | -2.9% | -3.2% | -5.8% |
| 30D | +3.1% | -5.4% | +8.5% | +3.8% |
| 3M | +5.5% | -32.2% | +37.7% | +10.2% |
| 6M | -5.8% | -26.5% | +20.7% | -3.1% |
| YTD | +15.3% | -12.4% | +27.7% | +15.6% |
| 1Y | +23.8% | +46.9% | -23.1% | +15.3% |
| 3Y | +146.3% | +116.0% | +30.3% | +106.9% |
| All | +178.1% | -28.9% | +207.0% | +154.9% |
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