+63.0%
WCC vs UTHR
+25.4%
+37.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.3% | +5.1% | +3.9% |
| 7D | +1.5% | +1.9% | -0.4% | +1.3% |
| 30D | -2.1% | -2.9% | +0.7% | -1.9% |
| 3M | +3.8% | -8.9% | +12.7% | +4.6% |
| 6M | +35.0% | -8.7% | +43.7% | +36.3% |
| YTD | +46.4% | +2.0% | +44.3% | +45.3% |
| 1Y | +63.0% | +22.8% | +40.2% | +60.5% |
| All | +63.0% | +25.4% | +37.6% | +60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling