+7.6%
SBUX vs UTHR
+195.4%
-187.7%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.4% | -2.0% | -2.4% |
| 7D | +1.0% | +4.9% | -3.8% | +0.7% |
| 30D | +16.6% | +9.2% | +7.4% | +15.9% |
| 3M | -0.6% | +15.9% | -16.5% | -1.7% |
| 6M | +1.8% | +2.0% | -0.2% | +1.6% |
| YTD | +29.7% | +21.8% | +7.9% | +27.5% |
| 1Y | +26.1% | +28.6% | -2.5% | +23.4% |
| 3Y | +10.3% | +166.2% | -156.0% | -1.7% |
| 5Y | +7.6% | +191.8% | -184.2% | -7.3% |
| All | +7.6% | +195.4% | -187.7% | -7.3% |
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