-0.7%
XRT vs UTHR
+139.1%
-139.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.1% | -4.3% | -2.4% |
| 7D | -0.3% | -2.9% | +2.6% | 0.0% |
| 30D | -5.6% | -7.6% | +1.9% | -4.8% |
| 3M | +2.5% | -8.6% | +11.1% | +3.5% |
| 6M | +3.7% | +4.1% | -0.5% | +2.7% |
| YTD | +1.0% | +2.2% | -1.2% | +0.1% |
| 1Y | -1.2% | +26.2% | -27.4% | -4.9% |
| 3Y | +43.4% | +121.2% | -77.8% | +23.3% |
| 5Y | -0.7% | +136.5% | -137.3% | -18.2% |
| All | -0.7% | +139.1% | -139.8% | -18.2% |
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