-35.0%
SFM vs UTHR
+40.6%
-75.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.2% | +2.4% | +3.7% |
| 7D | -12.3% | +3.8% | -16.0% | -12.0% |
| 30D | -16.2% | +13.4% | -29.6% | -15.5% |
| 3M | -36.8% | +17.3% | -54.1% | -36.2% |
| 6M | -32.6% | +4.7% | -37.3% | -33.1% |
| YTD | -31.7% | +24.9% | -56.6% | -30.6% |
| 1Y | -35.0% | +39.1% | -74.1% | -27.4% |
| All | -35.0% | +40.6% | -75.6% | -27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling