+2,275.1%
VALE vs UTHR
+7,733.1%
-5,458.0%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.1% |
| 7D | +1.6% | -5.4% | +7.0% | +3.0% |
| 30D | +5.1% | -6.0% | +11.2% | +6.7% |
| 3M | -0.4% | -11.0% | +10.6% | +2.4% |
| 6M | -2.2% | -0.5% | -1.7% | -2.8% |
| YTD | +20.5% | +0.1% | +20.5% | +19.3% |
| 1Y | +61.2% | +28.2% | +33.0% | +49.0% |
| 3Y | +43.1% | +113.8% | -70.7% | +10.1% |
| 5Y | +34.0% | +131.3% | -97.4% | -1.8% |
| 10Y | +469.7% | +296.7% | +173.0% | +235.0% |
| All | +2,275.1% | +7,733.1% | -5,458.0% | +508.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling