+749.4%
HAS vs UTHR
+8,529.0%
-7,779.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.6% | -1.9% | +1.3% |
| 7D | +2.2% | -2.3% | +4.5% | +2.4% |
| 30D | +29.6% | +6.1% | +23.5% | +28.8% |
| 3M | +30.3% | +8.1% | +22.2% | +28.9% |
| 6M | +25.6% | +3.1% | +22.5% | +24.9% |
| YTD | +50.8% | +19.5% | +31.3% | +47.2% |
| 1Y | +63.0% | +29.7% | +33.3% | +57.7% |
| 3Y | +211.6% | +162.7% | +48.9% | +174.9% |
| 5Y | +50.4% | +192.8% | -142.4% | +29.9% |
| 10Y | +101.9% | +348.1% | -246.2% | +62.4% |
| All | +749.4% | +8,529.0% | -7,779.6% | +288.6% |
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