+1,779.0%
WCC vs UTHR
+8,689.8%
-6,910.8%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +14.2% | +4.9% | +9.3% | +13.3% |
| 30D | -9.8% | +9.2% | -19.0% | -11.2% |
| 3M | -10.1% | +15.9% | -26.1% | -12.7% |
| 6M | -9.4% | +2.0% | -11.4% | -10.1% |
| YTD | +34.4% | +21.8% | +12.6% | +28.6% |
| 1Y | +23.3% | +28.6% | -5.3% | +16.8% |
| 3Y | +137.9% | +166.2% | -28.3% | +93.9% |
| 5Y | +144.0% | +191.8% | -47.8% | +92.9% |
| 10Y | +442.5% | +367.2% | +75.3% | +283.3% |
| All | +1,779.0% | +8,689.8% | -6,910.8% | +604.7% |
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