+111.2%
HAL vs UTHR
+134.1%
-22.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +2.9% | -5.4% | +8.3% | +3.6% |
| 30D | +17.0% | -6.0% | +23.1% | +17.8% |
| 3M | -9.7% | -11.0% | +1.3% | -8.5% |
| 6M | +8.6% | -0.5% | +9.2% | +8.1% |
| YTD | +33.0% | +0.1% | +32.9% | +31.9% |
| 1Y | +68.3% | +28.2% | +40.2% | +60.8% |
| 3Y | +0.1% | +113.8% | -113.7% | -15.2% |
| All | +111.2% | +134.1% | -22.9% | +68.8% |
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