-0.2%
WY vs UTHR
+40.6%
-40.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +1.2% | +4.4% | +5.6% |
| 7D | +13.3% | +3.8% | +9.6% | +13.3% |
| 30D | +17.6% | +13.4% | +4.2% | +17.8% |
| 3M | -15.0% | +17.3% | -32.3% | -14.8% |
| 6M | -5.9% | +4.7% | -10.6% | -5.4% |
| YTD | -5.7% | +24.9% | -30.6% | -4.5% |
| 1Y | -0.2% | +39.1% | -39.3% | +0.3% |
| All | -0.2% | +40.6% | -40.8% | +0.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling