+258.5%
HPQ vs UTHR
+7,277.3%
-7,018.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.1% | -6.6% | -4.8% |
| 7D | -0.5% | -2.9% | +2.4% | -0.1% |
| 30D | +3.7% | -7.6% | +11.3% | +4.9% |
| 3M | +24.3% | -8.6% | +32.9% | +25.8% |
| 6M | +64.8% | +4.1% | +60.6% | +62.7% |
| YTD | +43.9% | +2.2% | +41.7% | +42.1% |
| 1Y | +11.7% | +26.2% | -14.5% | +6.4% |
| 3Y | +19.7% | +121.2% | -101.5% | +2.2% |
| 5Y | +32.2% | +136.5% | -104.3% | +10.4% |
| 10Y | +198.9% | +300.1% | -101.2% | +122.3% |
| All | +258.5% | +7,277.3% | -7,018.9% | +60.5% |
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