-58.5%
HUBS vs UTHR
+121.0%
-179.4%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.8% |
| 7D | -9.0% | +1.9% | -10.9% | -9.1% |
| 30D | +7.2% | -2.9% | +10.1% | +7.4% |
| 3M | +20.9% | -8.9% | +29.7% | +21.4% |
| 6M | -13.0% | -8.7% | -4.3% | -12.9% |
| YTD | -43.8% | +2.0% | -45.9% | -44.5% |
| 1Y | -54.6% | +22.8% | -77.4% | -56.1% |
| 3Y | -58.5% | +120.6% | -179.1% | -61.6% |
| All | -58.5% | +121.0% | -179.4% | -61.6% |
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