+225.9%
VIK vs UTHR
+108.6%
+117.4%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.2% | -3.7% |
| 7D | -0.8% | +3.0% | -3.8% | -1.2% |
| 30D | -18.0% | -4.3% | -13.7% | -17.6% |
| 3M | -5.8% | -8.4% | +2.6% | -4.7% |
| 6M | +17.2% | -4.2% | +21.4% | +17.7% |
| YTD | +19.1% | +4.0% | +15.1% | +18.1% |
| 1Y | +33.6% | +25.5% | +8.1% | +29.5% |
| All | +225.9% | +108.6% | +117.4% | +188.9% |
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