+47.9%
VALE vs UTHR
+125.3%
-77.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.5% | -0.9% |
| 7D | -1.8% | +3.0% | -4.9% | -2.1% |
| 30D | +6.7% | -4.3% | +11.0% | +7.1% |
| 3M | +4.9% | -8.4% | +13.3% | +5.7% |
| 6M | +3.6% | -4.2% | +7.8% | +3.9% |
| YTD | +21.9% | +4.0% | +17.9% | +21.2% |
| 1Y | +61.6% | +25.5% | +36.0% | +58.3% |
| All | +47.9% | +125.3% | -77.4% | +34.9% |
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