-28.7%
HDB vs UTHR
+30.6%
-59.3%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -1.0% | +0.1% |
| 7D | +6.9% | -2.1% | +9.1% | +7.0% |
| 30D | +15.2% | +8.3% | +7.0% | +14.5% |
| 3M | +11.7% | +15.5% | -3.8% | +10.7% |
| 6M | +7.5% | +4.5% | +3.0% | +8.0% |
| YTD | -28.8% | +22.2% | -51.0% | -29.4% |
| All | -28.7% | +30.6% | -59.3% | -31.6% |
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