+670.4%
WM vs UTHR
+8,281.0%
-7,610.7%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -7.0% | +8.2% | +1.7% |
| 7D | +4.5% | -4.7% | +9.2% | +4.8% |
| 30D | +16.1% | +4.4% | +11.6% | +15.7% |
| 3M | +8.0% | +9.0% | -1.0% | +7.2% |
| 6M | +8.4% | -1.1% | +9.5% | +8.3% |
| YTD | +11.2% | +16.1% | -4.9% | +9.5% |
| 1Y | +22.3% | +26.4% | -4.1% | +19.7% |
| 3Y | +50.2% | +152.1% | -101.8% | +37.9% |
| 5Y | +63.3% | +179.6% | -116.4% | +47.9% |
| 10Y | +355.0% | +395.6% | -40.6% | +287.1% |
| All | +670.4% | +8,281.0% | -7,610.7% | +166.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling