+362.8%
HPE vs UTHR
+140.7%
+222.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +1.8% | +3.3% | +4.9% |
| 7D | +13.6% | +3.0% | +10.6% | +13.2% |
| 30D | +7.7% | -4.3% | +12.0% | +8.3% |
| 3M | +22.4% | -8.4% | +30.8% | +23.7% |
| 6M | +172.6% | -4.2% | +176.8% | +172.6% |
| YTD | +147.5% | +4.0% | +143.5% | +143.7% |
| 1Y | +151.8% | +25.5% | +126.3% | +139.9% |
| 3Y | +267.1% | +125.1% | +141.9% | +205.5% |
| 5Y | +362.8% | +140.3% | +222.4% | +259.3% |
| All | +362.8% | +140.7% | +222.0% | +259.3% |
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