-35.0%
WING vs UTHR
+140.7%
-175.8%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.8% | -0.7% | +1.0% |
| 7D | -2.3% | +3.0% | -5.3% | -2.4% |
| 30D | -5.6% | -4.3% | -1.3% | -5.5% |
| 3M | -22.9% | -8.4% | -14.5% | -22.7% |
| 6M | -50.4% | -4.2% | -46.2% | -50.4% |
| YTD | -53.3% | +4.0% | -57.3% | -53.5% |
| 1Y | -61.2% | +25.5% | -86.7% | -61.7% |
| 3Y | -30.1% | +125.1% | -155.2% | -34.0% |
| 5Y | -35.0% | +140.3% | -175.3% | -38.5% |
| All | -35.0% | +140.7% | -175.8% | -38.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling