-15.1%
WST vs UTHR
+118.3%
-133.4%
-53.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.8% |
| 7D | +0.7% | -5.4% | +6.1% | +1.2% |
| 30D | -3.1% | -6.0% | +2.9% | -2.7% |
| 3M | +7.2% | -11.0% | +18.2% | +8.2% |
| 6M | +36.8% | -0.5% | +37.3% | +36.4% |
| YTD | +23.8% | +0.1% | +23.8% | +23.3% |
| 1Y | +37.8% | +28.2% | +9.6% | +34.6% |
| All | -15.1% | +118.3% | -133.4% | -19.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling