-51.0%
WU vs UTHR
+138.8%
-189.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | -0.6% |
| 7D | -5.0% | +2.8% | -7.7% | -5.3% |
| 30D | -2.3% | -2.3% | 0.0% | -2.1% |
| 3M | -3.2% | -7.4% | +4.2% | -2.3% |
| 6M | -25.0% | -6.0% | -19.1% | -24.6% |
| YTD | -21.7% | +3.4% | -25.1% | -22.4% |
| 1Y | -9.0% | +27.1% | -36.0% | -12.5% |
| 3Y | -28.9% | +123.8% | -152.7% | -37.9% |
| 5Y | -51.0% | +139.6% | -190.7% | -59.9% |
| All | -51.0% | +138.8% | -189.8% | -59.9% |
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