+593.8%
SEI vs UTHR
+125.3%
+468.6%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +1.8% | +4.0% | +5.5% |
| 7D | +28.2% | +3.0% | +25.2% | +27.7% |
| 30D | +15.5% | -4.3% | +19.8% | +16.2% |
| 3M | -1.4% | -8.4% | +7.0% | -0.2% |
| 6M | +37.4% | -4.2% | +41.6% | +38.1% |
| YTD | +47.8% | +4.0% | +43.8% | +46.6% |
| 1Y | +174.3% | +25.5% | +148.8% | +163.2% |
| All | +593.8% | +125.3% | +468.6% | +445.4% |
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