+1,645.7%
HCA vs UTHR
+633.1%
+1,012.7%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.9% | -1.2% |
| 7D | -2.8% | -2.9% | +0.1% | -2.2% |
| 30D | -2.7% | -7.6% | +4.8% | -1.3% |
| 3M | +11.5% | -8.6% | +20.1% | +13.4% |
| 6M | -24.3% | +4.1% | -28.4% | -25.2% |
| YTD | -13.6% | +2.2% | -15.8% | -14.5% |
| 1Y | -3.2% | +26.2% | -29.4% | -8.4% |
| 3Y | +50.4% | +121.2% | -70.8% | +22.4% |
| 5Y | +64.8% | +136.5% | -71.8% | +29.7% |
| 10Y | +456.5% | +300.1% | +156.4% | +266.7% |
| All | +1,645.7% | +633.1% | +1,012.7% | +894.5% |
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