+37.8%
VALE vs UTHR
+190.6%
-152.7%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.2% | -0.5% |
| 7D | -3.2% | +5.2% | -8.4% | -3.7% |
| 30D | -15.1% | +9.5% | -24.5% | -16.0% |
| 3M | -18.7% | +17.9% | -36.6% | -20.4% |
| 6M | -31.5% | +2.0% | -33.5% | -31.8% |
| YTD | -11.4% | +21.3% | -32.8% | -13.8% |
| 1Y | -1.9% | +27.9% | -29.7% | -5.0% |
| 3Y | +1.7% | +162.3% | -160.7% | -12.2% |
| All | +37.8% | +190.6% | -152.7% | +14.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling