+4,249.8%
UTHR vs XPO
+10,316.6%
-6,066.8%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.5% | -5.0% | -0.9% |
| 7D | -5.4% | +2.4% | -7.8% | -5.6% |
| 30D | -6.0% | -3.5% | -2.5% | -5.9% |
| 3M | -11.0% | -11.9% | +1.0% | -10.2% |
| 6M | -0.5% | -10.0% | +9.4% | -0.1% |
| YTD | +0.1% | +42.1% | -42.0% | -3.2% |
| 1Y | +28.2% | +47.6% | -19.4% | +23.3% |
| 3Y | +113.8% | +153.6% | -39.8% | +94.0% |
| 5Y | +131.3% | +266.5% | -135.2% | +100.0% |
| 10Y | +296.7% | +1,460.4% | -1,163.7% | +202.0% |
| All | +4,249.8% | +10,316.6% | -6,066.8% | +2,979.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 all: compounded portfolio wealth divided by compounded XPO 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…
all analysis · Full analysis span regression · 6 months rolling