+2,397.6%
WAB vs UTHR
+7,123.9%
-4,726.3%
-67.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.3% | +0.8% |
| 7D | -3.2% | -5.4% | +2.2% | -2.4% |
| 30D | -4.4% | -6.0% | +1.6% | -3.6% |
| 3M | +7.9% | -11.0% | +18.8% | +9.6% |
| 6M | +8.7% | -0.5% | +9.2% | +8.3% |
| YTD | +33.0% | +0.1% | +32.9% | +32.1% |
| 1Y | +46.7% | +28.2% | +18.5% | +40.1% |
| 3Y | +153.0% | +113.8% | +39.2% | +119.1% |
| 5Y | +222.3% | +131.3% | +91.0% | +172.5% |
| 10Y | +291.0% | +296.7% | -5.7% | +195.7% |
| All | +2,397.6% | +7,123.9% | -4,726.3% | +972.8% |
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