+33.7%
HDB vs UTHR
+310.6%
-276.9%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -2.0% |
| 7D | -4.9% | +3.0% | -7.9% | -5.2% |
| 30D | -5.8% | -4.3% | -1.5% | -5.4% |
| 3M | -5.2% | -8.4% | +3.2% | -4.2% |
| 6M | -25.7% | -4.2% | -21.5% | -25.5% |
| YTD | -39.6% | +4.0% | -43.6% | -40.1% |
| 1Y | -36.9% | +25.5% | -62.4% | -39.1% |
| 3Y | -29.7% | +125.1% | -154.8% | -39.2% |
| 5Y | -37.8% | +140.3% | -178.1% | -47.4% |
| 10Y | +33.7% | +322.5% | -288.8% | -1.6% |
| All | +33.7% | +310.6% | -276.9% | -1.6% |
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 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