+284.4%
ZBH vs UTHR
+7,900.2%
-7,615.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.8% |
| 7D | -2.8% | -5.4% | +2.6% | -2.0% |
| 30D | -0.1% | -6.0% | +6.0% | +0.8% |
| 3M | +13.4% | -11.0% | +24.4% | +15.3% |
| 6M | +3.0% | -0.5% | +3.5% | +2.6% |
| YTD | +9.7% | +0.1% | +9.6% | +8.9% |
| 1Y | -5.4% | +28.2% | -33.6% | -9.8% |
| 3Y | -15.6% | +113.8% | -129.4% | -27.6% |
| 5Y | -28.1% | +131.3% | -159.4% | -39.9% |
| 10Y | -15.2% | +296.7% | -312.0% | -37.4% |
| All | +284.4% | +7,900.2% | -7,615.7% | +89.0% |
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