+499.0%
HON vs UTHR
+7,408.4%
-6,909.5%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.8% | -3.4% | -1.8% |
| 7D | -0.6% | +3.0% | -3.6% | -0.9% |
| 30D | -15.4% | -4.3% | -11.1% | -15.0% |
| 3M | -9.1% | -8.4% | -0.8% | -8.2% |
| 6M | -17.1% | -4.2% | -12.8% | -16.8% |
| YTD | +1.5% | +4.0% | -2.5% | +0.6% |
| 1Y | -1.3% | +25.5% | -26.8% | -4.6% |
| 3Y | +19.5% | +125.1% | -105.6% | +5.9% |
| 5Y | +3.1% | +140.3% | -137.3% | -10.3% |
| 10Y | +138.4% | +322.5% | -184.1% | +88.5% |
| All | +499.0% | +7,408.4% | -6,909.5% | +245.7% |
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 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