+94.1%
HUT vs UTHR
+139.1%
-44.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.1% | +4.2% | +5.9% |
| 7D | +28.3% | -2.9% | +31.1% | +29.0% |
| 30D | +12.3% | -7.6% | +19.9% | +14.2% |
| 3M | -16.8% | -8.6% | -8.2% | -15.5% |
| 6M | +111.4% | +4.1% | +107.2% | +109.4% |
| YTD | +116.6% | +2.2% | +114.4% | +114.6% |
| 1Y | +290.5% | +26.2% | +264.3% | +268.8% |
| 3Y | +792.3% | +121.2% | +671.1% | +603.2% |
| 5Y | +94.1% | +136.5% | -42.4% | +79.1% |
| All | +94.1% | +139.1% | -44.9% | +79.1% |
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