+112.8%
SHOP vs UTHR
+123.2%
-10.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +2.1% | -9.7% | -7.7% |
| 7D | -4.1% | -2.9% | -1.2% | -3.9% |
| 30D | -11.5% | -7.6% | -3.9% | -11.0% |
| 3M | +21.1% | -8.6% | +29.6% | +21.9% |
| 6M | +3.0% | +4.1% | -1.1% | +2.2% |
| YTD | -16.7% | +2.2% | -18.9% | -17.5% |
| 1Y | -8.3% | +26.2% | -34.5% | -11.5% |
| 3Y | +112.8% | +121.2% | -8.4% | +83.9% |
| All | +112.8% | +123.2% | -10.3% | +83.9% |
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