+761.8%
HPE vs UTHR
+289.4%
+472.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -1.3% | +13.8% | +12.7% |
| 7D | +19.4% | +1.9% | +17.5% | +18.9% |
| 30D | +5.6% | -2.9% | +8.5% | +6.1% |
| 3M | +33.1% | -8.9% | +41.9% | +35.3% |
| 6M | +192.5% | -8.7% | +201.2% | +195.7% |
| YTD | +160.9% | +2.0% | +158.9% | +156.5% |
| 1Y | +155.0% | +22.8% | +132.2% | +139.6% |
| 3Y | +289.4% | +120.6% | +168.8% | +207.1% |
| 5Y | +395.7% | +136.4% | +259.2% | +275.9% |
| 10Y | +574.8% | +314.4% | +260.4% | +297.2% |
| All | +761.8% | +289.4% | +472.3% | +444.1% |
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