-9.7%
HAL vs UTHR
+157.2%
-166.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -0.1% |
| 7D | -7.9% | -2.3% | -5.6% | -7.7% |
| 30D | -2.1% | +6.1% | -8.1% | -2.4% |
| 3M | +0.4% | +8.1% | -7.7% | -0.2% |
| 6M | -19.2% | +3.1% | -22.3% | -19.5% |
| YTD | +14.4% | +19.5% | -5.2% | +12.4% |
| 1Y | +18.0% | +29.7% | -11.8% | +14.9% |
| 3Y | -9.7% | +162.7% | -172.4% | -22.5% |
| All | -9.7% | +157.2% | -166.9% | -22.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling