+60.9%
HAS vs UTHR
+31.0%
+29.9%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.3% | +0.6% |
| 7D | +3.3% | -2.1% | +5.4% | +3.5% |
| 30D | +30.5% | +7.2% | +23.4% | +29.7% |
| 3M | +29.9% | +11.1% | +18.8% | +29.0% |
| 6M | +26.5% | +4.2% | +22.4% | +26.6% |
| YTD | +51.9% | +20.8% | +31.1% | +50.3% |
| 1Y | +60.9% | +29.7% | +31.2% | +55.0% |
| All | +60.9% | +31.0% | +29.9% | +55.0% |
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 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