+60.8%
SGI vs UTHR
+123.2%
-62.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.6% | -0.6% |
| 7D | +9.3% | -2.9% | +12.2% | +9.5% |
| 30D | +6.9% | -7.6% | +14.5% | +7.4% |
| 3M | +2.8% | -8.6% | +11.4% | +3.5% |
| 6M | -12.6% | +4.1% | -16.7% | -12.6% |
| YTD | -21.5% | +2.2% | -23.7% | -21.6% |
| 1Y | -18.8% | +26.2% | -44.9% | -20.5% |
| 3Y | +60.8% | +121.2% | -60.4% | +49.9% |
| All | +60.8% | +123.2% | -62.3% | +49.9% |
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