+4,236.8%
HDB vs UTHR
+9,710.2%
-5,473.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.5% |
| 7D | +12.7% | -2.1% | +14.8% | +13.0% |
| 30D | +16.6% | +7.2% | +9.4% | +15.2% |
| 3M | +10.8% | +11.1% | -0.3% | +8.5% |
| 6M | +3.8% | +4.2% | -0.4% | +2.7% |
| YTD | -28.9% | +20.8% | -49.7% | -31.6% |
| 1Y | -28.0% | +29.7% | -57.6% | -31.6% |
| 3Y | -7.2% | +164.1% | -171.3% | -23.8% |
| 5Y | -22.2% | +190.7% | -212.9% | -38.0% |
| 10Y | +63.6% | +355.4% | -291.8% | +15.4% |
| All | +4,236.8% | +9,710.2% | -5,473.3% | +2,167.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling