+57.1%
HAS vs UTHR
+25.1%
+32.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.5% |
| 7D | -0.2% | -6.1% | +6.0% | +0.5% |
| 30D | +31.0% | +3.1% | +27.9% | +30.8% |
| 3M | +30.7% | +5.5% | +25.2% | +30.5% |
| 6M | +23.9% | -5.8% | +29.7% | +25.5% |
| YTD | +48.3% | +15.3% | +33.0% | +47.5% |
| All | +57.1% | +25.1% | +32.0% | +52.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling