+606.7%
XLU vs UTHR
+7,264.6%
-6,657.9%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -1.6% | +1.9% | -3.5% | -1.7% |
| 30D | -3.3% | -2.9% | -0.5% | -3.1% |
| 3M | -3.2% | -8.9% | +5.7% | -2.6% |
| 6M | -7.0% | -8.7% | +1.8% | -6.5% |
| YTD | +0.6% | +2.0% | -1.4% | +0.3% |
| 1Y | +2.4% | +22.8% | -20.4% | +0.8% |
| 3Y | +46.3% | +120.6% | -74.4% | +37.2% |
| 5Y | +44.0% | +136.4% | -92.5% | +33.9% |
| 10Y | +140.1% | +314.4% | -174.3% | +112.0% |
| All | +606.7% | +7,264.6% | -6,657.9% | +413.3% |
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