-7.2%
HDB vs UTHR
+165.4%
-172.5%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.6% |
| 7D | +12.7% | -2.1% | +14.8% | +12.8% |
| 30D | +16.6% | +7.2% | +9.4% | +16.2% |
| 3M | +10.8% | +11.1% | -0.3% | +10.3% |
| 6M | +3.8% | +4.2% | -0.4% | +3.7% |
| YTD | -28.9% | +20.8% | -49.7% | -29.4% |
| 1Y | -28.0% | +29.7% | -57.6% | -28.6% |
| 3Y | -7.2% | +164.1% | -171.3% | -9.6% |
| All | -7.2% | +165.4% | -172.5% | -9.6% |
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 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