-0.5%
XRT vs UTHR
+196.1%
-196.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.1% | -1.4% | -0.5% |
| 7D | +4.1% | -2.1% | +6.2% | +4.3% |
| 30D | +9.9% | +7.2% | +2.7% | +9.2% |
| 3M | +2.3% | +11.1% | -8.9% | +1.0% |
| 6M | +9.6% | +4.2% | +5.4% | +9.0% |
| YTD | +9.1% | +20.8% | -11.7% | +6.3% |
| 1Y | +16.2% | +29.7% | -13.4% | +12.2% |
| 3Y | +60.1% | +164.1% | -104.1% | +36.1% |
| 5Y | -0.5% | +190.7% | -191.1% | -18.5% |
| All | -0.5% | +196.1% | -196.6% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling