-23.2%
HD vs UTHR
+24.8%
-48.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.2% |
| 7D | -1.2% | -2.9% | +1.7% | -1.2% |
| 30D | -11.1% | -7.6% | -3.6% | -11.3% |
| 3M | +2.0% | -8.6% | +10.6% | +1.9% |
| 6M | -10.5% | +4.1% | -14.6% | -9.1% |
| YTD | -6.9% | +2.2% | -9.1% | -5.4% |
| 1Y | -23.2% | +26.2% | -49.4% | -20.6% |
| All | -23.2% | +24.8% | -48.0% | -20.6% |
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 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