+5.3%
HUM vs UTHR
+135.8%
-130.5%
-69.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.3% | +3.6% | +2.4% |
| 7D | +2.1% | +1.9% | +0.1% | +1.8% |
| 30D | +5.4% | -2.9% | +8.2% | +5.7% |
| 3M | +11.4% | -8.9% | +20.3% | +12.6% |
| 6M | +141.5% | -8.7% | +150.2% | +143.7% |
| YTD | +61.2% | +2.0% | +59.2% | +59.5% |
| 1Y | +49.2% | +22.8% | +26.4% | +43.4% |
| 3Y | -9.0% | +120.6% | -129.7% | -23.7% |
| All | +5.3% | +135.8% | -130.5% | -12.8% |
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