+579.5%
VRSK vs UTHR
+996.3%
-416.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.1% |
| 7D | -7.7% | +2.8% | -10.5% | -8.1% |
| 30D | -2.8% | -2.3% | -0.6% | -2.6% |
| 3M | -3.7% | -7.4% | +3.7% | -2.8% |
| 6M | -12.8% | -6.0% | -6.8% | -12.3% |
| YTD | -21.0% | +3.4% | -24.4% | -21.8% |
| 1Y | -32.5% | +27.1% | -59.5% | -35.3% |
| 3Y | -26.5% | +123.8% | -150.3% | -36.6% |
| 5Y | -11.5% | +139.6% | -151.1% | -25.4% |
| 10Y | +125.7% | +320.0% | -194.3% | +66.8% |
| All | +579.5% | +996.3% | -416.8% | +316.7% |
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 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