+18.7%
HPQ vs UTHR
+23.3%
-4.6%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.5% | +2.8% | +2.2% |
| 7D | +6.9% | -5.4% | +12.3% | +6.2% |
| 30D | +14.4% | -6.0% | +20.5% | +13.7% |
| 3M | +25.6% | -11.0% | +36.6% | +24.1% |
| 6M | +75.0% | -0.5% | +75.6% | +75.2% |
| YTD | +50.7% | +0.1% | +50.6% | +50.0% |
| 1Y | +18.7% | +28.2% | -9.5% | +17.3% |
| All | +18.7% | +23.3% | -4.6% | +17.3% |
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 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