+77.6%
HL vs UTHR
+25.4%
+52.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.3% | +0.1% | -1.1% |
| 7D | -4.4% | +1.9% | -6.3% | -4.4% |
| 30D | +9.3% | -2.9% | +12.2% | +9.5% |
| 3M | +32.0% | -8.9% | +40.8% | +32.5% |
| 6M | -6.4% | -8.7% | +2.3% | -5.4% |
| YTD | +3.1% | +2.0% | +1.1% | +4.7% |
| 1Y | +77.6% | +22.8% | +54.8% | +94.8% |
| All | +77.6% | +25.4% | +52.2% | +94.8% |
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