+305.7%
ZBH vs UTHR
+9,599.3%
-9,293.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -2.3% | +5.2% | -7.4% | -3.0% |
| 30D | +12.5% | +9.5% | +3.0% | +11.0% |
| 3M | +3.9% | +17.9% | -14.0% | +1.1% |
| 6M | +25.4% | +2.0% | +23.4% | +24.6% |
| YTD | +15.7% | +21.3% | -5.6% | +11.4% |
| 1Y | +15.2% | +27.9% | -12.7% | +9.9% |
| 3Y | +0.3% | +162.3% | -162.0% | -16.7% |
| 5Y | -16.1% | +190.7% | -206.8% | -32.3% |
| 10Y | +17.8% | +365.5% | -347.7% | -15.1% |
| All | +305.7% | +9,599.3% | -9,293.6% | +93.3% |
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