+5,928.6%
WPM vs UTHR
+1,851.2%
+4,077.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | -1.0% |
| 7D | +1.1% | -5.4% | +6.5% | +1.9% |
| 30D | +26.4% | -6.0% | +32.4% | +27.5% |
| 3M | +20.8% | -11.0% | +31.8% | +23.0% |
| 6M | +1.1% | -0.5% | +1.6% | +0.9% |
| YTD | +32.5% | +0.1% | +32.4% | +31.8% |
| 1Y | +51.5% | +28.2% | +23.4% | +44.8% |
| 3Y | +267.0% | +113.8% | +153.2% | +215.4% |
| 5Y | +250.1% | +131.3% | +118.8% | +193.0% |
| 10Y | +540.4% | +296.7% | +243.6% | +363.7% |
| All | +5,928.6% | +1,851.2% | +4,077.4% | +2,732.4% |
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