+463.3%
SAN vs UTHR
+7,123.9%
-6,660.6%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +1.8% | -5.4% | +7.2% | +2.7% |
| 30D | +2.0% | -6.0% | +8.0% | +2.9% |
| 3M | +19.7% | -11.0% | +30.7% | +21.9% |
| 6M | +30.6% | -0.5% | +31.2% | +30.2% |
| YTD | +28.8% | +0.1% | +28.8% | +28.2% |
| 1Y | +57.8% | +28.2% | +29.6% | +50.3% |
| 3Y | +338.1% | +113.8% | +224.3% | +272.8% |
| 5Y | +384.2% | +131.3% | +252.9% | +302.9% |
| 10Y | +353.1% | +296.7% | +56.4% | +233.3% |
| All | +463.3% | +7,123.9% | -6,660.6% | +180.2% |
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