-77.1%
SE vs UTHR
+190.4%
-267.5%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.6% | -0.7% | +2.6% |
| 7D | +3.3% | -2.3% | +5.6% | +3.6% |
| 30D | -18.2% | +6.1% | -24.2% | -18.6% |
| 3M | -31.3% | +8.1% | -39.4% | -31.9% |
| 6M | -10.1% | +3.1% | -13.2% | -10.5% |
| YTD | -38.9% | +19.5% | -58.4% | -40.2% |
| 1Y | -48.0% | +29.7% | -77.8% | -49.6% |
| 3Y | +78.8% | +162.7% | -83.9% | +49.8% |
| 5Y | -77.1% | +192.8% | -269.9% | -81.7% |
| All | -77.1% | +190.4% | -267.5% | -81.7% |
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