+420.1%
HUT vs UTHR
+340.7%
+79.4%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.5% | +6.7% | +6.3% |
| 7D | +17.8% | -5.4% | +23.2% | +19.6% |
| 30D | +0.8% | -6.0% | +6.9% | +2.6% |
| 3M | -26.8% | -11.0% | -15.8% | -24.6% |
| 6M | +72.6% | -0.5% | +73.1% | +72.0% |
| YTD | +103.6% | +0.1% | +103.6% | +101.1% |
| 1Y | +265.3% | +28.2% | +237.1% | +233.9% |
| 3Y | +689.4% | +113.8% | +575.6% | +477.3% |
| 5Y | +75.3% | +131.3% | -56.0% | +21.0% |
| All | +420.1% | +340.7% | +79.4% | +174.9% |
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