+386.0%
WDC vs UTHR
+24.4%
+361.6%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.3% |
| 7D | +4.4% | +2.8% | +1.6% | +3.7% |
| 30D | +5.3% | -2.3% | +7.5% | +5.7% |
| 3M | -5.9% | -7.4% | +1.5% | -4.5% |
| 6M | +73.2% | -6.0% | +79.2% | +74.0% |
| YTD | +167.8% | +3.4% | +164.4% | +154.3% |
| 1Y | +386.0% | +27.1% | +358.9% | +321.4% |
| All | +386.0% | +24.4% | +361.6% | +321.4% |
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