+1,205.7%
XLK vs UTHR
+7,408.4%
-6,202.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | +2.3% | +3.0% | -0.7% | +1.9% |
| 30D | +0.8% | -4.3% | +5.1% | +1.4% |
| 3M | +4.1% | -8.4% | +12.4% | +5.3% |
| 6M | +34.8% | -4.2% | +39.0% | +35.1% |
| YTD | +30.8% | +4.0% | +26.8% | +29.2% |
| 1Y | +42.4% | +25.5% | +16.8% | +36.5% |
| 3Y | +121.8% | +125.1% | -3.3% | +90.4% |
| 5Y | +146.6% | +140.3% | +6.3% | +107.1% |
| 10Y | +804.3% | +322.5% | +481.8% | +574.8% |
| All | +1,205.7% | +7,408.4% | -6,202.7% | +517.8% |
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