+231.1%
HOOD vs UTHR
+172.1%
+59.0%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.5% | -2.3% |
| 7D | +7.7% | +3.0% | +4.7% | +6.7% |
| 30D | +22.0% | -4.3% | +26.3% | +23.4% |
| 3M | +37.6% | -8.4% | +46.0% | +41.0% |
| 6M | +45.3% | -4.2% | +49.5% | +45.9% |
| YTD | +1.9% | +4.0% | -2.1% | -1.1% |
| 1Y | -2.7% | +25.5% | -28.2% | -12.2% |
| 3Y | +973.4% | +125.1% | +848.2% | +559.6% |
| 5Y | +179.3% | +140.3% | +38.9% | +58.3% |
| All | +231.1% | +172.1% | +59.0% | +28.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling