+53.6%
UTHR vs WETO
-99.4%
+153.0%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.4% | +4.1% | -1.3% |
| 7D | +1.9% | -4.3% | +6.3% | +2.0% |
| 30D | -2.9% | -39.9% | +37.0% | -2.8% |
| 3M | -8.9% | -97.9% | +89.0% | -7.2% |
| 6M | -8.7% | -95.0% | +86.3% | -7.7% |
| YTD | +2.0% | -97.2% | +99.2% | +4.5% |
| 1Y | +22.8% | -98.9% | +121.7% | +28.3% |
| All | +53.6% | -99.4% | +153.0% | +52.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 WETO 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