+1,702.9%
WAT vs UTHR
+8,620.1%
-6,917.2%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.3% | -0.4% |
| 7D | +3.4% | -2.1% | +5.5% | +3.7% |
| 30D | +9.6% | +7.2% | +2.4% | +8.4% |
| 3M | +15.5% | +11.1% | +4.4% | +13.2% |
| 6M | +33.9% | +4.2% | +29.7% | +32.5% |
| YTD | +25.2% | +20.8% | +4.4% | +20.3% |
| 1Y | +26.3% | +29.7% | -3.4% | +19.9% |
| 3Y | +85.8% | +164.1% | -78.3% | +53.6% |
| 5Y | +35.3% | +190.7% | -155.4% | +8.9% |
| 10Y | +231.8% | +355.4% | -123.6% | +138.8% |
| All | +1,702.9% | +8,620.1% | -6,917.2% | +701.0% |
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