-37.4%
HDB vs UTHR
+139.1%
-176.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.2% |
| 7D | -2.0% | -2.9% | +0.8% | -1.8% |
| 30D | -4.9% | -7.6% | +2.7% | -4.2% |
| 3M | -2.3% | -8.6% | +6.3% | -1.5% |
| 6M | -23.7% | +4.1% | -27.9% | -24.1% |
| YTD | -38.5% | +2.2% | -40.7% | -38.8% |
| 1Y | -36.5% | +26.2% | -62.7% | -38.1% |
| 3Y | -28.5% | +121.2% | -149.6% | -37.7% |
| 5Y | -37.4% | +136.5% | -173.9% | -46.7% |
| All | -37.4% | +139.1% | -176.4% | -46.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling