+3,045.5%
SBUX vs UTHR
+8,658.1%
-5,612.6%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | +1.6% | +5.2% | -3.6% | +1.0% |
| 30D | +14.8% | +9.5% | +5.3% | +13.7% |
| 3M | -0.8% | +17.9% | -18.7% | -2.8% |
| 6M | +2.2% | +2.0% | +0.2% | +1.7% |
| YTD | +29.5% | +21.3% | +8.1% | +25.9% |
| 1Y | +27.0% | +27.9% | -0.8% | +22.8% |
| 3Y | +10.9% | +162.3% | -151.4% | -3.3% |
| 5Y | +7.4% | +190.7% | -183.3% | -8.2% |
| 10Y | +146.3% | +365.5% | -219.2% | +94.0% |
| All | +3,045.5% | +8,658.1% | -5,612.6% | +1,733.8% |
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