+175.0%
XHB vs UTHR
+1,697.9%
-1,522.9%
-81.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -2.4% | +4.9% | -7.3% | -3.5% |
| 30D | +7.1% | +9.2% | -2.1% | +4.9% |
| 3M | -6.0% | +15.9% | -21.9% | -9.7% |
| 6M | +2.1% | +2.0% | +0.1% | +1.0% |
| YTD | -0.6% | +21.8% | -22.4% | -6.7% |
| 1Y | -3.3% | +28.6% | -31.8% | -10.5% |
| 3Y | +34.1% | +166.2% | -132.1% | -1.6% |
| 5Y | +28.6% | +191.8% | -163.2% | -10.2% |
| 10Y | +235.0% | +367.2% | -132.1% | +91.1% |
| All | +175.0% | +1,697.9% | -1,522.9% | -13.5% |
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