+646.6%
SEI vs UTHR
+306.6%
+340.0%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.3% | +2.1% | +14.2% | +15.6% |
| 7D | +28.8% | -2.9% | +31.7% | +29.9% |
| 30D | +10.4% | -7.6% | +17.9% | +13.0% |
| 3M | -11.4% | -8.6% | -2.8% | -9.2% |
| 6M | +31.2% | +4.1% | +27.0% | +28.2% |
| YTD | +39.7% | +2.2% | +37.5% | +37.0% |
| 1Y | +149.0% | +26.2% | +122.8% | +126.6% |
| 3Y | +560.2% | +121.2% | +439.0% | +364.1% |
| 5Y | +955.7% | +136.5% | +819.1% | +603.7% |
| All | +646.6% | +306.6% | +340.0% | +280.5% |
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 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