+25.9%
HD vs UTHR
+150.6%
-124.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.2% | -1.8% |
| 7D | +4.3% | -6.1% | +10.5% | +4.6% |
| 30D | +20.2% | +3.1% | +17.1% | +20.1% |
| 3M | -1.0% | +5.5% | -6.5% | -1.2% |
| 6M | +7.9% | -5.8% | +13.7% | +8.2% |
| YTD | +2.0% | +15.3% | -13.4% | +1.3% |
| 1Y | -4.3% | +23.8% | -28.1% | -5.3% |
| 3Y | +25.9% | +146.3% | -120.4% | +15.2% |
| All | +25.9% | +150.6% | -124.6% | +15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling