-59.5%
ZTS vs UTHR
+196.1%
-255.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | -0.6% | -2.1% | +1.5% | -0.3% |
| 30D | +11.0% | +7.2% | +3.8% | +10.2% |
| 3M | +10.9% | +11.1% | -0.2% | +9.5% |
| 6M | +0.9% | +4.2% | -3.3% | +0.3% |
| YTD | -33.0% | +20.8% | -53.8% | -34.4% |
| 1Y | -29.6% | +29.7% | -59.3% | -31.6% |
| 3Y | -49.0% | +164.1% | -213.2% | -56.5% |
| 5Y | -59.5% | +190.7% | -250.2% | -66.2% |
| All | -59.5% | +196.1% | -255.6% | -66.2% |
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