+1,117.3%
VSAT vs UTHR
+7,123.9%
-6,006.6%
-92.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.5% | +5.6% | +5.1% |
| 7D | +11.8% | -5.4% | +17.2% | +13.0% |
| 30D | -7.0% | -6.0% | -1.0% | -5.9% |
| 3M | +3.3% | -11.0% | +14.2% | +5.6% |
| 6M | +57.4% | -0.5% | +58.0% | +56.7% |
| YTD | +118.6% | +0.1% | +118.5% | +116.5% |
| 1Y | +150.2% | +28.2% | +122.1% | +134.5% |
| 3Y | +160.7% | +113.8% | +46.9% | +113.4% |
| 5Y | +51.2% | +131.3% | -80.1% | +19.9% |
| 10Y | -0.7% | +296.7% | -297.4% | -32.8% |
| All | +1,117.3% | +7,123.9% | -6,006.6% | +529.6% |
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