+537.4%
HWM vs UTHR
+179.7%
+357.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.6% |
| 7D | +3.4% | -6.1% | +9.5% | +4.1% |
| 30D | -7.5% | +3.1% | -10.7% | -7.9% |
| 3M | -28.9% | +5.5% | -34.3% | -29.4% |
| 6M | -19.6% | -5.8% | -13.8% | -19.1% |
| YTD | +0.6% | +15.3% | -14.7% | -1.7% |
| 1Y | +0.3% | +23.8% | -23.5% | -3.0% |
| 3Y | +326.1% | +146.3% | +179.8% | +266.9% |
| All | +537.4% | +179.7% | +357.7% | +421.9% |
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 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