+46.0%
XOM vs UTHR
+23.3%
+22.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.7% |
| 7D | +1.8% | -5.4% | +7.2% | +1.7% |
| 30D | +5.9% | -6.0% | +11.9% | +5.7% |
| 3M | +5.6% | -11.0% | +16.5% | +5.3% |
| 6M | +7.9% | -0.5% | +8.4% | +8.0% |
| YTD | +35.2% | +0.1% | +35.1% | +35.4% |
| 1Y | +46.0% | +28.2% | +17.8% | +47.6% |
| All | +46.0% | +23.3% | +22.7% | +47.6% |
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