+618.4%
XLB vs UTHR
+8,724.6%
-8,106.2%
-59.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | -1.6% | -2.1% | +0.5% | -1.4% |
| 30D | +7.2% | +8.3% | -1.0% | +6.3% |
| 3M | 0.0% | +15.5% | -15.5% | -1.7% |
| 6M | +2.3% | +4.5% | -2.2% | +1.5% |
| YTD | +18.4% | +22.2% | -3.8% | +15.1% |
| 1Y | +23.3% | +29.7% | -6.4% | +19.1% |
| 3Y | +45.2% | +167.3% | -122.1% | +27.4% |
| 5Y | +31.0% | +196.5% | -165.5% | +12.7% |
| 10Y | +168.8% | +369.0% | -200.3% | +114.9% |
| All | +618.4% | +8,724.6% | -8,106.2% | +365.4% |
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