+333.9%
SGI vs UTHR
+362.9%
-29.1%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.2% | -1.7% | -0.8% |
| 7D | -10.5% | -2.1% | -8.4% | -10.0% |
| 30D | +0.1% | +8.3% | -8.1% | -2.0% |
| 3M | -4.0% | +15.5% | -19.5% | -8.1% |
| 6M | -5.6% | +4.5% | -10.2% | -7.3% |
| YTD | -29.5% | +22.2% | -51.8% | -34.4% |
| 1Y | -31.5% | +29.7% | -61.2% | -37.4% |
| 3Y | +71.6% | +167.3% | -95.7% | +16.6% |
| 5Y | +50.5% | +196.5% | -146.0% | -6.1% |
| 10Y | +333.9% | +369.0% | -35.2% | +100.4% |
| All | +333.9% | +362.9% | -29.1% | +100.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling