+398.8%
HL vs UTHR
+124.0%
+274.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.9% |
| 7D | -5.6% | +2.8% | -8.4% | -5.9% |
| 30D | +12.7% | -2.3% | +15.0% | +13.0% |
| 3M | +42.5% | -7.4% | +49.9% | +43.6% |
| 6M | -9.0% | -6.0% | -3.0% | -8.5% |
| YTD | +4.4% | +3.4% | +1.0% | +3.7% |
| 1Y | +82.7% | +27.1% | +55.6% | +76.8% |
| All | +398.8% | +124.0% | +274.8% | +323.7% |
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 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