+926.8%
XBI vs UTHR
+1,435.8%
-509.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -2.2% |
| 7D | -3.6% | +3.0% | -6.6% | -4.7% |
| 30D | +0.9% | -4.3% | +5.2% | +2.4% |
| 3M | +21.4% | -8.4% | +29.8% | +25.3% |
| 6M | +25.5% | -4.2% | +29.7% | +26.8% |
| YTD | +30.8% | +4.0% | +26.8% | +27.3% |
| 1Y | +68.6% | +25.5% | +43.1% | +52.2% |
| 3Y | +103.9% | +125.1% | -21.2% | +40.3% |
| 5Y | +20.8% | +140.3% | -119.6% | -21.1% |
| 10Y | +164.0% | +322.5% | -158.5% | +29.9% |
| All | +926.8% | +1,435.8% | -509.0% | +209.7% |
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 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