+1.9%
HON vs UTHR
+138.8%
-136.8%
-25.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.8% | -1.3% |
| 7D | -2.6% | +2.8% | -5.4% | -2.9% |
| 30D | -11.9% | -2.3% | -9.6% | -11.7% |
| 3M | -6.1% | -7.4% | +1.3% | -5.3% |
| 6M | -19.2% | -6.0% | -13.2% | -18.8% |
| YTD | +0.2% | +3.4% | -3.3% | -0.6% |
| 1Y | -1.5% | +27.1% | -28.6% | -4.7% |
| 3Y | +17.9% | +123.8% | -105.9% | +3.7% |
| 5Y | +1.9% | +139.6% | -137.7% | -11.4% |
| All | +1.9% | +138.8% | -136.8% | -11.4% |
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