+131.4%
WMT vs UTHR
+138.8%
-7.3%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | 0.0% |
| 7D | -2.5% | +2.8% | -5.3% | -2.7% |
| 30D | -6.4% | -2.3% | -4.2% | -6.3% |
| 3M | -12.1% | -7.4% | -4.7% | -11.6% |
| 6M | -15.0% | -6.0% | -9.0% | -14.7% |
| YTD | -4.5% | +3.4% | -7.9% | -5.1% |
| 1Y | +6.2% | +27.1% | -20.9% | +3.3% |
| 3Y | +99.9% | +123.8% | -23.9% | +80.4% |
| 5Y | +131.4% | +139.6% | -8.2% | +105.8% |
| All | +131.4% | +138.8% | -7.3% | +105.8% |
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 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