+1,718.6%
WCC vs UTHR
+8,620.1%
-6,901.6%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | -0.1% |
| 7D | -9.9% | -2.1% | -7.8% | -9.5% |
| 30D | -13.4% | +7.2% | -20.6% | -14.4% |
| 3M | -13.5% | +11.1% | -24.6% | -15.3% |
| 6M | -10.6% | +4.2% | -14.8% | -11.6% |
| YTD | +30.1% | +20.8% | +9.3% | +24.7% |
| 1Y | +22.3% | +29.7% | -7.3% | +15.8% |
| 3Y | +130.3% | +164.1% | -33.9% | +87.9% |
| 5Y | +144.5% | +190.7% | -46.2% | +93.5% |
| 10Y | +431.8% | +355.4% | +76.4% | +277.3% |
| All | +1,718.6% | +8,620.1% | -6,901.6% | +582.9% |
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