+1,359.8%
WDC vs UTHR
+123.2%
+1,236.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.9% |
| 7D | +6.0% | -2.9% | +8.9% | +6.4% |
| 30D | +9.9% | -7.6% | +17.5% | +11.0% |
| 3M | -9.4% | -8.6% | -0.8% | -8.6% |
| 6M | +94.7% | +4.1% | +90.6% | +91.6% |
| YTD | +177.4% | +2.2% | +175.2% | +174.0% |
| 1Y | +412.6% | +26.2% | +386.4% | +394.9% |
| 3Y | +1,359.8% | +121.2% | +1,238.6% | +1,245.3% |
| All | +1,359.8% | +123.2% | +1,236.6% | +1,245.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling