+25.1%
HPQ vs UTHR
+125.3%
-100.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.8% | +3.1% | +4.8% |
| 7D | +2.2% | +3.0% | -0.8% | +2.0% |
| 30D | +9.7% | -4.3% | +14.1% | +10.0% |
| 3M | +32.7% | -8.4% | +41.1% | +33.4% |
| 6M | +77.7% | -4.2% | +81.9% | +77.8% |
| YTD | +51.0% | +4.0% | +47.0% | +49.5% |
| 1Y | +18.4% | +25.5% | -7.1% | +14.4% |
| All | +25.1% | +125.3% | -100.2% | +7.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling