+309.7%
SCCO vs UTHR
+138.8%
+170.9%
-43.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -0.6% | -6.6% | -7.2% |
| 7D | -2.7% | +2.8% | -5.5% | -3.0% |
| 30D | -0.2% | -2.3% | +2.1% | 0.0% |
| 3M | +17.8% | -7.4% | +25.2% | +18.6% |
| 6M | +2.3% | -6.0% | +8.2% | +2.8% |
| YTD | +41.6% | +3.4% | +38.2% | +40.9% |
| 1Y | +101.9% | +27.1% | +74.8% | +97.3% |
| 3Y | +186.2% | +123.8% | +62.4% | +161.6% |
| 5Y | +309.7% | +139.6% | +170.0% | +260.2% |
| All | +309.7% | +138.8% | +170.9% | +260.2% |
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