+735.3%
HAS vs UTHR
+8,226.2%
-7,490.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +30.6% |
| 3M | +30.7% | +5.5% | +25.2% | +29.7% |
| 6M | +23.9% | -5.8% | +29.7% | +24.4% |
| YTD | +48.3% | +15.3% | +33.0% | +45.3% |
| 1Y | +60.2% | +23.8% | +36.4% | +55.8% |
| 3Y | +189.2% | +146.3% | +42.9% | +157.0% |
| 5Y | +50.4% | +177.8% | -127.4% | +30.7% |
| 10Y | +104.2% | +392.4% | -288.2% | +62.8% |
| All | +735.3% | +8,226.2% | -7,490.9% | +283.6% |
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