+49.8%
HBM vs UTHR
+40.6%
+9.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.6% |
| 7D | -5.8% | +3.8% | -9.6% | -6.0% |
| 30D | -18.5% | +13.4% | -31.9% | -19.0% |
| 3M | -10.3% | +17.3% | -27.6% | -11.1% |
| 6M | +2.1% | +4.7% | -2.6% | +2.3% |
| YTD | +12.0% | +24.9% | -12.8% | +11.0% |
| 1Y | +49.8% | +39.1% | +10.6% | +31.0% |
| All | +49.8% | +40.6% | +9.1% | +31.0% |
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