-28.5%
HDB vs UTHR
+123.2%
-151.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.1% |
| 7D | -2.0% | -2.9% | +0.8% | -1.9% |
| 30D | -4.9% | -7.6% | +2.7% | -4.5% |
| 3M | -2.3% | -8.6% | +6.3% | -1.9% |
| 6M | -23.7% | +4.1% | -27.9% | -23.8% |
| YTD | -38.5% | +2.2% | -40.7% | -38.5% |
| 1Y | -36.5% | +26.2% | -62.7% | -36.9% |
| 3Y | -28.5% | +121.2% | -149.6% | -30.9% |
| All | -28.5% | +123.2% | -151.6% | -30.9% |
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