+113.2%
WDC vs UTHR
+40.6%
+72.6%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | +1.2% | -8.0% | -7.0% |
| 7D | -18.3% | +3.8% | -22.1% | -18.9% |
| 30D | -26.7% | +13.4% | -40.1% | -28.6% |
| 3M | -40.9% | +17.3% | -58.3% | -42.7% |
| 6M | -26.8% | +4.7% | -31.4% | -26.7% |
| YTD | +88.2% | +24.9% | +63.3% | +74.8% |
| 1Y | +113.2% | +39.1% | +74.1% | +67.9% |
| All | +113.2% | +40.6% | +72.6% | +67.9% |
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 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