+124.0%
VRSK vs UTHR
+313.7%
-189.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.4% |
| 7D | -5.2% | +1.9% | -7.1% | -5.4% |
| 30D | -2.3% | -2.9% | +0.5% | -2.0% |
| 3M | -2.9% | -8.9% | +5.9% | -1.8% |
| 6M | -12.8% | -8.7% | -4.1% | -12.0% |
| YTD | -20.8% | +2.0% | -22.8% | -21.6% |
| 1Y | -33.2% | +22.8% | -56.0% | -35.9% |
| 3Y | -26.6% | +120.6% | -147.2% | -37.6% |
| 5Y | -11.3% | +136.4% | -147.8% | -26.9% |
| All | +124.0% | +313.7% | -189.7% | +56.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling