+71.5%
XLI vs UTHR
+166.1%
-94.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.4% |
| 7D | +3.8% | +5.2% | -1.4% | +3.4% |
| 30D | +1.0% | +9.5% | -8.4% | +0.5% |
| 3M | -8.9% | +17.9% | -26.8% | -9.8% |
| 6M | -2.3% | +2.0% | -4.3% | -2.4% |
| YTD | +9.7% | +21.3% | -11.7% | +8.2% |
| 1Y | +12.3% | +27.9% | -15.6% | +10.3% |
| 3Y | +71.5% | +162.3% | -90.9% | +59.2% |
| All | +71.5% | +166.1% | -94.7% | +59.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling