+179.3%
SCCO vs UTHR
+121.0%
+58.3%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | -0.2% |
| 7D | -2.7% | +1.9% | -4.6% | -2.8% |
| 30D | -0.7% | -2.9% | +2.1% | -0.5% |
| 3M | +8.1% | -8.9% | +16.9% | +8.9% |
| 6M | +4.1% | -8.7% | +12.8% | +5.0% |
| YTD | +41.1% | +2.0% | +39.1% | +40.8% |
| 1Y | +95.6% | +22.8% | +72.8% | +92.7% |
| 3Y | +179.3% | +120.6% | +58.6% | +172.4% |
| All | +179.3% | +121.0% | +58.3% | +172.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling