+47.8%
VLO vs UTHR
+5.1%
+42.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.2% | +2.5% | +3.9% |
| 7D | -0.4% | -2.1% | +1.7% | -0.9% |
| 30D | -16.6% | +8.3% | -24.9% | -14.9% |
| 3M | +12.3% | +15.5% | -3.3% | +14.7% |
| 6M | +47.8% | +4.5% | +43.3% | +40.4% |
| All | +47.8% | +5.1% | +42.8% | +40.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling