+2,142.0%
HUBB vs UTHR
+7,123.9%
-4,981.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.7% | +0.2% |
| 7D | +0.5% | -5.4% | +5.9% | +1.2% |
| 30D | -10.0% | -6.0% | -4.0% | -9.4% |
| 3M | -4.8% | -11.0% | +6.2% | -3.6% |
| 6M | -5.6% | -0.5% | -5.0% | -5.8% |
| YTD | +4.7% | +0.1% | +4.6% | +4.2% |
| 1Y | +6.7% | +28.2% | -21.5% | +3.1% |
| 3Y | +45.8% | +113.8% | -68.1% | +30.9% |
| 5Y | +145.9% | +131.3% | +14.6% | +116.9% |
| 10Y | +418.6% | +296.7% | +121.9% | +320.8% |
| All | +2,142.0% | +7,123.9% | -4,981.8% | +1,293.4% |
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 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