+222.9%
WAB vs UTHR
+140.7%
+82.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.6% |
| 7D | +0.2% | +3.0% | -2.8% | -0.1% |
| 30D | -4.6% | -4.3% | -0.2% | -4.2% |
| 3M | +5.6% | -8.4% | +14.0% | +6.5% |
| 6M | +13.8% | -4.2% | +18.0% | +14.1% |
| YTD | +31.9% | +4.0% | +27.8% | +30.8% |
| 1Y | +48.3% | +25.5% | +22.7% | +43.9% |
| 3Y | +167.1% | +125.1% | +42.0% | +136.3% |
| 5Y | +222.9% | +140.3% | +82.6% | +171.5% |
| All | +222.9% | +140.7% | +82.1% | +171.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling