+31.6%
HPQ vs UTHR
+25.4%
+6.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -1.3% | +9.7% | +8.2% |
| 7D | +9.8% | +1.9% | +7.8% | +10.1% |
| 30D | +22.4% | -2.9% | +25.2% | +22.0% |
| 3M | +45.2% | -8.9% | +54.0% | +43.7% |
| 6M | +96.4% | -8.7% | +105.2% | +95.0% |
| YTD | +65.4% | +2.0% | +63.4% | +65.3% |
| 1Y | +31.6% | +22.8% | +8.8% | +33.8% |
| All | +31.6% | +25.4% | +6.2% | +33.8% |
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