+800.1%
XLE vs UTHR
+7,123.9%
-6,323.8%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.8% |
| 7D | +2.2% | -5.4% | +7.6% | +2.9% |
| 30D | +11.8% | -6.0% | +17.8% | +12.6% |
| 3M | +9.8% | -11.0% | +20.8% | +11.3% |
| 6M | +15.6% | -0.5% | +16.1% | +15.2% |
| YTD | +45.3% | +0.1% | +45.2% | +44.3% |
| 1Y | +48.3% | +28.2% | +20.1% | +42.7% |
| 3Y | +55.4% | +113.8% | -58.4% | +37.8% |
| 5Y | +216.1% | +131.3% | +84.8% | +174.8% |
| 10Y | +178.4% | +296.7% | -118.3% | +121.4% |
| All | +800.1% | +7,123.9% | -6,323.8% | +468.8% |
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