+589.4%
SE vs UTHR
+307.3%
+282.0%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | -6.1% | -5.4% | -0.7% | -5.1% |
| 30D | -2.5% | -6.0% | +3.6% | -1.4% |
| 3M | +21.7% | -11.0% | +32.7% | +24.4% |
| 6M | +27.0% | -0.5% | +27.5% | +26.6% |
| YTD | -12.1% | +0.1% | -12.2% | -12.8% |
| 1Y | -40.9% | +28.2% | -69.1% | -44.6% |
| 3Y | +191.0% | +113.8% | +77.2% | +129.3% |
| 5Y | -68.3% | +131.3% | -199.6% | -76.3% |
| All | +589.4% | +307.3% | +282.0% | +340.7% |
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 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