+5,013.3%
WPM vs UTHR
+2,265.6%
+2,747.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | -3.6% | +5.2% | -8.8% | -4.3% |
| 30D | +1.4% | +9.5% | -8.0% | -0.1% |
| 3M | -0.2% | +17.9% | -18.1% | -3.1% |
| 6M | -7.3% | +2.0% | -9.3% | -8.0% |
| YTD | +12.3% | +21.3% | -9.0% | +8.1% |
| 1Y | +24.9% | +27.9% | -3.0% | +19.2% |
| 3Y | +210.4% | +162.3% | +48.0% | +157.8% |
| 5Y | +210.4% | +190.7% | +19.6% | +150.0% |
| 10Y | +731.7% | +365.5% | +366.2% | +487.4% |
| All | +5,013.3% | +2,265.6% | +2,747.7% | +2,224.0% |
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