+876.3%
HALO vs UTHR
+313.7%
+562.6%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.7% |
| 7D | -2.7% | +1.9% | -4.7% | -3.4% |
| 30D | +5.3% | -2.9% | +8.2% | +6.3% |
| 3M | +51.6% | -8.9% | +60.4% | +56.6% |
| 6M | +61.3% | -8.7% | +70.0% | +65.9% |
| YTD | +59.3% | +2.0% | +57.3% | +56.3% |
| 1Y | +38.3% | +22.8% | +15.5% | +26.0% |
| 3Y | +185.9% | +120.6% | +65.2% | +96.5% |
| 5Y | +159.9% | +136.4% | +23.5% | +69.4% |
| All | +876.3% | +313.7% | +562.6% | +321.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling