-21.3%
HUT vs UTHR
+190.6%
-211.9%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.4% | -6.7% | -7.0% |
| 7D | +9.3% | +5.2% | +4.2% | +8.5% |
| 30D | -23.1% | +9.5% | -32.6% | -24.3% |
| 3M | -30.6% | +17.9% | -48.5% | -32.8% |
| 6M | -46.9% | +2.0% | -48.9% | -47.2% |
| YTD | +25.3% | +21.3% | +4.0% | +20.3% |
| 1Y | +59.8% | +27.9% | +32.0% | +52.0% |
| 3Y | +467.2% | +162.3% | +304.8% | +345.1% |
| All | -21.3% | +190.6% | -211.9% | -43.1% |
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