+17.3%
HAL vs UTHR
+31.0%
-13.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.1% | -1.1% | 0.0% |
| 7D | -6.5% | -2.1% | -4.4% | -6.5% |
| 30D | -2.1% | +7.2% | -9.3% | -1.7% |
| 3M | -4.9% | +11.1% | -16.0% | -4.4% |
| 6M | -19.3% | +4.2% | -23.5% | -19.1% |
| YTD | +14.3% | +20.8% | -6.5% | +14.2% |
| 1Y | +17.3% | +29.7% | -12.4% | +15.6% |
| All | +17.3% | +31.0% | -13.7% | +15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling