-52.0%
VIAV vs UTHR
+7,277.3%
-7,329.3%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.2% | +2.1% | +9.0% | +10.7% |
| 7D | +11.3% | -2.9% | +14.2% | +12.1% |
| 30D | -1.0% | -7.6% | +6.6% | +0.8% |
| 3M | -20.5% | -8.6% | -11.9% | -19.0% |
| 6M | +39.0% | +4.1% | +34.8% | +36.5% |
| YTD | +117.5% | +2.2% | +115.3% | +114.6% |
| 1Y | +233.8% | +26.2% | +207.6% | +212.3% |
| 3Y | +295.4% | +121.2% | +174.2% | +212.7% |
| 5Y | +134.3% | +136.5% | -2.3% | +78.2% |
| 10Y | +398.7% | +300.1% | +98.6% | +214.1% |
| All | -52.0% | +7,277.3% | -7,329.3% | -87.4% |
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