+250.7%
HOOD vs UTHR
+161.8%
+88.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | +17.1% | -5.4% | +22.5% | +19.1% |
| 30D | +31.6% | -6.0% | +37.6% | +33.9% |
| 3M | +38.2% | -11.0% | +49.2% | +42.9% |
| 6M | +48.5% | -0.5% | +49.1% | +47.0% |
| YTD | +8.0% | +0.1% | +7.9% | +6.1% |
| 1Y | +18.7% | +28.2% | -9.5% | +5.9% |
| 3Y | +999.1% | +113.8% | +885.3% | +590.0% |
| 5Y | +181.7% | +131.3% | +50.4% | +61.1% |
| All | +250.7% | +161.8% | +88.9% | +38.0% |
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