+1,052.3%
WMT vs UTHR
+7,277.3%
-6,225.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.1% | -1.1% |
| 7D | +0.1% | -2.9% | +3.0% | +0.3% |
| 30D | -5.0% | -7.6% | +2.6% | -4.5% |
| 3M | -11.3% | -8.6% | -2.7% | -10.8% |
| 6M | -13.8% | +4.1% | -17.9% | -14.1% |
| YTD | -4.2% | +2.2% | -6.4% | -4.6% |
| 1Y | +4.6% | +26.2% | -21.6% | +2.8% |
| 3Y | +100.5% | +121.2% | -20.7% | +89.0% |
| 5Y | +129.7% | +136.5% | -6.9% | +114.7% |
| 10Y | +423.4% | +300.1% | +123.3% | +367.6% |
| All | +1,052.3% | +7,277.3% | -6,225.0% | +783.7% |
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 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