+815.6%
HL vs UTHR
+7,123.9%
-6,308.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +1.5% | -5.4% | +6.9% | +2.1% |
| 30D | +25.1% | -6.0% | +31.1% | +25.9% |
| 3M | +22.9% | -11.0% | +33.9% | +24.4% |
| 6M | -4.9% | -0.5% | -4.4% | -5.1% |
| YTD | +7.8% | +0.1% | +7.8% | +7.3% |
| 1Y | +133.9% | +28.2% | +105.7% | +126.1% |
| 3Y | +380.9% | +113.8% | +267.1% | +333.2% |
| 5Y | +230.2% | +131.3% | +98.9% | +193.1% |
| 10Y | +265.6% | +296.7% | -31.2% | +201.7% |
| All | +815.6% | +7,123.9% | -6,308.3% | +753.0% |
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