+145.0%
SBUX vs UTHR
+364.7%
-219.7%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.6% | +5.2% | -3.6% | +0.8% |
| 30D | +14.8% | +9.5% | +5.3% | +13.3% |
| 3M | -0.8% | +17.9% | -18.7% | -3.4% |
| 6M | +2.2% | +2.0% | +0.2% | +1.7% |
| YTD | +29.5% | +21.3% | +8.1% | +24.9% |
| 1Y | +27.0% | +27.9% | -0.8% | +21.6% |
| 3Y | +10.9% | +162.3% | -151.4% | -9.2% |
| 5Y | +7.4% | +190.7% | -183.3% | -15.4% |
| All | +145.0% | +364.7% | -219.7% | +61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling