+215.8%
HAS vs UTHR
+167.1%
+48.7%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.7% | -2.0% |
| 7D | +1.6% | +4.9% | -3.3% | +1.2% |
| 30D | +26.6% | +9.2% | +17.4% | +25.8% |
| 3M | +29.0% | +15.9% | +13.0% | +27.4% |
| 6M | +30.6% | +2.0% | +28.6% | +30.3% |
| YTD | +51.5% | +21.8% | +29.8% | +49.1% |
| 1Y | +58.5% | +28.6% | +29.9% | +55.3% |
| All | +215.8% | +167.1% | +48.7% | +182.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling