+10,420.9%
WWD vs UTHR
+7,123.9%
+3,297.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +1.3% | -5.4% | +6.7% | +2.2% |
| 30D | -7.2% | -6.0% | -1.1% | -6.2% |
| 3M | -3.8% | -11.0% | +7.1% | -2.0% |
| 6M | -9.9% | -0.5% | -9.4% | -10.1% |
| YTD | +14.8% | +0.1% | +14.7% | +14.2% |
| 1Y | +42.1% | +28.2% | +13.9% | +35.2% |
| 3Y | +170.8% | +113.8% | +57.0% | +130.5% |
| 5Y | +197.5% | +131.3% | +66.2% | +146.2% |
| 10Y | +477.8% | +296.7% | +181.1% | +321.6% |
| All | +10,420.9% | +7,123.9% | +3,297.1% | +5,065.3% |
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