+348.4%
SAN vs UTHR
+8,226.2%
-7,877.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.7% | -1.6% | -2.1% |
| 7D | +4.9% | -6.1% | +11.0% | +6.0% |
| 30D | -13.0% | +3.1% | -16.1% | -13.5% |
| 3M | -18.9% | +5.5% | -24.3% | -20.0% |
| 6M | -4.1% | -5.8% | +1.7% | -3.8% |
| YTD | +2.6% | +15.3% | -12.8% | -0.8% |
| 1Y | +16.9% | +23.8% | -6.9% | +11.7% |
| 3Y | +239.1% | +146.3% | +92.7% | +180.6% |
| 5Y | +266.8% | +177.8% | +89.0% | +194.7% |
| 10Y | +246.0% | +392.4% | -146.4% | +144.9% |
| All | +348.4% | +8,226.2% | -7,877.8% | +116.9% |
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