+437.9%
HUBB vs UTHR
+313.7%
+124.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.3% | +3.1% | +2.0% |
| 7D | -0.1% | +1.9% | -2.0% | -0.5% |
| 30D | -10.0% | -2.9% | -7.1% | -9.5% |
| 3M | -1.6% | -8.9% | +7.3% | -0.1% |
| 6M | -3.1% | -8.7% | +5.7% | -1.9% |
| YTD | +4.6% | +2.0% | +2.6% | +3.2% |
| 1Y | +3.3% | +22.8% | -19.4% | -2.0% |
| 3Y | +46.6% | +120.6% | -74.0% | +18.0% |
| 5Y | +158.7% | +136.4% | +22.3% | +99.9% |
| All | +437.9% | +313.7% | +124.2% | +226.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling