+51.5%
WAT vs UTHR
+118.3%
-66.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.0% |
| 7D | -1.3% | -5.4% | +4.1% | -0.7% |
| 30D | +2.3% | -6.0% | +8.4% | +3.0% |
| 3M | +8.7% | -11.0% | +19.7% | +10.1% |
| 6M | +28.3% | -0.5% | +28.8% | +27.9% |
| YTD | +7.8% | +0.1% | +7.7% | +7.2% |
| 1Y | +36.6% | +28.2% | +8.4% | +31.6% |
| All | +51.5% | +118.3% | -66.8% | +34.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling