+1.9%
WEC vs UTHR
+23.3%
-21.3%
-11.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.5% | -0.2% | -0.7% |
| 7D | -0.3% | -5.4% | +5.1% | -0.1% |
| 30D | -1.3% | -6.0% | +4.8% | -1.1% |
| 3M | -3.9% | -11.0% | +7.0% | -3.6% |
| 6M | -8.3% | -0.5% | -7.8% | -8.1% |
| YTD | +3.1% | +0.1% | +3.0% | +3.4% |
| 1Y | +1.9% | +28.2% | -26.2% | +1.7% |
| All | +1.9% | +23.3% | -21.3% | +1.7% |
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 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