+9,923.8%
WWD vs UTHR
+8,658.1%
+1,265.7%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.6% |
| 7D | +4.0% | +5.2% | -1.2% | +3.1% |
| 30D | +0.4% | +9.5% | -9.1% | -1.2% |
| 3M | -7.9% | +17.9% | -25.9% | -10.8% |
| 6M | -10.6% | +2.0% | -12.6% | -11.2% |
| YTD | +9.4% | +21.3% | -11.9% | +5.0% |
| 1Y | +25.7% | +27.9% | -2.1% | +19.6% |
| 3Y | +148.5% | +162.3% | -13.8% | +103.9% |
| 5Y | +189.5% | +190.7% | -1.2% | +129.9% |
| 10Y | +451.8% | +365.5% | +86.3% | +290.8% |
| All | +9,923.8% | +8,658.1% | +1,265.7% | +4,648.8% |
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