+2,969.2%
SBUX vs UTHR
+7,123.9%
-4,154.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.7% | -1.2% |
| 7D | -3.1% | -5.4% | +2.3% | -2.5% |
| 30D | -0.9% | -6.0% | +5.2% | -0.2% |
| 3M | +11.6% | -11.0% | +22.6% | +13.0% |
| 6M | +8.8% | -0.5% | +9.3% | +8.6% |
| YTD | +26.3% | +0.1% | +26.2% | +25.8% |
| 1Y | +23.1% | +28.2% | -5.0% | +19.0% |
| 3Y | +15.0% | +113.8% | -98.9% | +2.7% |
| 5Y | +0.4% | +131.3% | -131.0% | -11.8% |
| 10Y | +130.7% | +296.7% | -166.0% | +85.2% |
| All | +2,969.2% | +7,123.9% | -4,154.7% | +1,731.8% |
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