+35.3%
HBAN vs UTHR
+139.0%
-103.7%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.7% |
| 7D | -1.9% | +2.8% | -4.7% | -2.3% |
| 30D | -5.9% | -2.3% | -3.6% | -5.6% |
| 3M | +0.2% | -7.4% | +7.6% | +1.3% |
| 6M | +6.6% | -6.0% | +12.6% | +7.2% |
| YTD | -1.7% | +3.4% | -5.1% | -3.0% |
| 1Y | -1.7% | +27.1% | -28.8% | -6.5% |
| 3Y | +74.9% | +123.8% | -48.9% | +41.8% |
| All | +35.3% | +139.0% | -103.7% | +3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling