+2,426.8%
HALO vs UTHR
+4,231.8%
-1,805.0%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.6% |
| 7D | -2.1% | +3.0% | -5.1% | -3.3% |
| 30D | +4.6% | -4.3% | +9.0% | +6.4% |
| 3M | +50.2% | -8.4% | +58.6% | +55.5% |
| 6M | +57.6% | -4.2% | +61.8% | +59.4% |
| YTD | +59.6% | +4.0% | +55.6% | +54.9% |
| 1Y | +41.2% | +25.5% | +15.7% | +26.1% |
| 3Y | +178.9% | +125.1% | +53.7% | +84.6% |
| 5Y | +160.1% | +140.3% | +19.8% | +63.0% |
| 10Y | +967.5% | +322.5% | +645.0% | +382.9% |
| All | +2,426.8% | +4,231.8% | -1,805.0% | +499.9% |
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