+1,063.5%
SCCO vs UTHR
+313.7%
+749.8%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.1% |
| 7D | -2.7% | +1.9% | -4.6% | -3.0% |
| 30D | -0.7% | -2.9% | +2.1% | -0.2% |
| 3M | +8.1% | -8.9% | +16.9% | +9.9% |
| 6M | +4.1% | -8.7% | +12.8% | +5.7% |
| YTD | +41.1% | +2.0% | +39.1% | +39.7% |
| 1Y | +95.6% | +22.8% | +72.8% | +86.5% |
| 3Y | +179.3% | +120.6% | +58.6% | +126.4% |
| 5Y | +308.3% | +136.4% | +171.9% | +216.3% |
| All | +1,063.5% | +313.7% | +749.8% | +616.0% |
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