+129.2%
HPE vs UTHR
+23.3%
+105.9%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.5% | -3.9% | -4.5% |
| 7D | -0.6% | -5.4% | +4.8% | -0.9% |
| 30D | -2.3% | -6.0% | +3.8% | -2.6% |
| 3M | -2.9% | -11.0% | +8.1% | -3.3% |
| 6M | +143.6% | -0.5% | +144.1% | +139.4% |
| YTD | +118.5% | +0.1% | +118.4% | +114.2% |
| 1Y | +129.2% | +28.2% | +101.0% | +122.6% |
| All | +129.2% | +23.3% | +105.9% | +122.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling