+954.5%
SEI vs UTHR
+138.8%
+815.7%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.6% | -4.6% | -5.1% |
| 7D | +20.7% | +2.8% | +17.9% | +20.1% |
| 30D | +9.1% | -2.3% | +11.4% | +9.6% |
| 3M | -6.0% | -7.4% | +1.4% | -4.7% |
| 6M | +18.9% | -6.0% | +24.9% | +20.0% |
| YTD | +40.1% | +3.4% | +36.7% | +38.3% |
| 1Y | +120.6% | +27.1% | +93.6% | +107.3% |
| 3Y | +562.1% | +123.8% | +438.3% | +410.1% |
| 5Y | +954.5% | +139.6% | +814.8% | +656.5% |
| All | +954.5% | +138.8% | +815.7% | +656.5% |
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