+11.3%
HSY vs UTHR
+140.7%
-129.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.8% | -2.4% | -0.8% |
| 7D | -3.0% | +3.0% | -6.0% | -3.2% |
| 30D | -5.0% | -4.3% | -0.7% | -4.7% |
| 3M | -1.3% | -8.4% | +7.1% | -0.6% |
| 6M | -21.5% | -4.2% | -17.3% | -21.3% |
| YTD | -3.3% | +4.0% | -7.3% | -3.9% |
| 1Y | -5.5% | +25.5% | -31.0% | -7.8% |
| 3Y | -9.9% | +125.1% | -135.1% | -19.9% |
| 5Y | +11.3% | +140.3% | -129.0% | -2.8% |
| All | +11.3% | +140.7% | -129.4% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling