+178.7%
XHB vs UTHR
+1,377.6%
-1,198.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.5% | +1.1% |
| 7D | -1.3% | -5.4% | +4.1% | 0.0% |
| 30D | -6.9% | -6.0% | -0.8% | -5.6% |
| 3M | -1.3% | -11.0% | +9.7% | +1.3% |
| 6M | -6.8% | -0.5% | -6.3% | -7.3% |
| YTD | +0.7% | +0.1% | +0.7% | -0.5% |
| 1Y | -11.2% | +28.2% | -39.4% | -18.0% |
| 3Y | +25.3% | +113.8% | -88.5% | -2.7% |
| 5Y | +37.3% | +131.3% | -94.0% | +1.8% |
| 10Y | +211.5% | +296.7% | -85.2% | +84.8% |
| All | +178.7% | +1,377.6% | -1,198.9% | -7.8% |
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