+1.7%
VALE vs UTHR
+166.1%
-164.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.5% |
| 7D | -3.2% | +5.2% | -8.4% | -3.6% |
| 30D | -15.1% | +9.5% | -24.5% | -15.8% |
| 3M | -18.7% | +17.9% | -36.6% | -20.1% |
| 6M | -31.5% | +2.0% | -33.5% | -31.7% |
| YTD | -11.4% | +21.3% | -32.8% | -13.3% |
| 1Y | -1.9% | +27.9% | -29.7% | -4.3% |
| 3Y | +1.7% | +162.3% | -160.7% | -10.3% |
| All | +1.7% | +166.1% | -164.4% | -10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 3y: compounded portfolio wealth divided by compounded UTHR 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…
3y analysis · Full analysis span regression · 6 months rolling