+248.1%
HD vs UTHR
+366.4%
-118.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.5% | -0.8% |
| 7D | -0.5% | +4.9% | -5.4% | -1.2% |
| 30D | +18.5% | +9.2% | +9.3% | +16.8% |
| 3M | +2.2% | +15.9% | -13.8% | -0.5% |
| 6M | +13.8% | +2.0% | +11.9% | +13.1% |
| YTD | +3.4% | +21.8% | -18.4% | -0.8% |
| 1Y | -3.5% | +28.6% | -32.1% | -8.3% |
| 3Y | +29.0% | +166.2% | -137.3% | +2.8% |
| 5Y | +6.1% | +191.8% | -185.7% | -18.8% |
| All | +248.1% | +366.4% | -118.2% | +119.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling