+140.9%
HAL vs UTHR
+7,123.9%
-6,982.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.5% |
| 7D | +2.9% | -5.4% | +8.3% | +3.9% |
| 30D | +17.0% | -6.0% | +23.1% | +18.2% |
| 3M | -9.7% | -11.0% | +1.3% | -8.0% |
| 6M | +8.6% | -0.5% | +9.2% | +8.1% |
| YTD | +33.0% | +0.1% | +32.9% | +31.7% |
| 1Y | +68.3% | +28.2% | +40.2% | +59.2% |
| 3Y | +0.1% | +113.8% | -113.7% | -15.9% |
| 5Y | +102.6% | +131.3% | -28.7% | +65.8% |
| 10Y | +3.8% | +296.7% | -292.9% | -24.6% |
| All | +140.9% | +7,123.9% | -6,982.9% | +22.0% |
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