+35,250.4%
SCCO vs UTHR
+7,277.3%
+27,973.1%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.1% | +2.8% | +4.6% |
| 7D | +3.4% | -2.9% | +6.3% | +3.9% |
| 30D | +6.6% | -7.6% | +14.2% | +7.8% |
| 3M | +24.5% | -8.6% | +33.1% | +26.0% |
| 6M | +16.5% | +4.1% | +12.3% | +15.5% |
| YTD | +52.1% | +2.2% | +49.9% | +51.0% |
| 1Y | +114.2% | +26.2% | +88.0% | +106.1% |
| 3Y | +207.4% | +121.2% | +86.2% | +167.3% |
| 5Y | +353.7% | +136.5% | +217.2% | +285.8% |
| 10Y | +1,144.5% | +300.1% | +844.4% | +853.9% |
| All | +35,250.4% | +7,277.3% | +27,973.1% | +19,657.3% |
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