+107.2%
HAL vs UTHR
+8,529.0%
-8,421.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.6% | -3.5% | -0.5% |
| 7D | -7.9% | -2.3% | -5.6% | -7.5% |
| 30D | -2.1% | +6.1% | -8.1% | -3.1% |
| 3M | +0.4% | +8.1% | -7.7% | -1.3% |
| 6M | -19.2% | +3.1% | -22.3% | -20.1% |
| YTD | +14.4% | +19.5% | -5.2% | +9.4% |
| 1Y | +18.0% | +29.7% | -11.8% | +11.2% |
| 3Y | -9.7% | +162.7% | -172.4% | -27.0% |
| 5Y | +40.1% | +192.8% | -152.7% | +9.7% |
| 10Y | -19.1% | +348.1% | -367.2% | -42.6% |
| All | +107.2% | +8,529.0% | -8,421.9% | +1.4% |
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