+14.1%
WFC vs UTHR
+25.1%
-11.0%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.8% | +0.2% | +1.9% |
| 7D | +0.4% | +3.0% | -2.6% | +0.4% |
| 30D | +2.5% | -4.3% | +6.8% | +2.6% |
| 3M | +10.0% | -8.4% | +18.4% | +10.4% |
| 6M | +15.1% | -4.2% | +19.3% | +15.5% |
| YTD | -2.2% | +4.0% | -6.2% | -2.4% |
| All | +14.1% | +25.1% | -11.0% | +16.8% |
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