+26.9%
XLV vs UTHR
+23.3%
+3.7%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -1.0% |
| 7D | +0.2% | -5.4% | +5.6% | +0.9% |
| 30D | +4.4% | -6.0% | +10.5% | +5.2% |
| 3M | +13.2% | -11.0% | +24.2% | +14.9% |
| 6M | +10.1% | -0.5% | +10.6% | +10.2% |
| YTD | +11.7% | +0.1% | +11.6% | +11.8% |
| 1Y | +26.9% | +28.2% | -1.2% | +22.5% |
| All | +26.9% | +23.3% | +3.7% | +22.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling