+237.5%
VIK vs UTHR
+104.9%
+132.5%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +2.3% |
| 7D | +3.6% | -2.9% | +6.5% | +4.0% |
| 30D | -16.7% | -7.6% | -9.2% | -15.8% |
| 3M | -1.1% | -8.6% | +7.5% | +0.1% |
| 6M | +27.8% | +4.1% | +23.7% | +27.0% |
| YTD | +23.3% | +2.2% | +21.1% | +22.6% |
| 1Y | +38.2% | +26.2% | +12.0% | +33.9% |
| All | +237.5% | +104.9% | +132.5% | +199.9% |
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