+8,434.7%
SHOP vs UTHR
+172.6%
+8,262.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.4% |
| 7D | -5.1% | -5.4% | +0.3% | -3.8% |
| 30D | +0.6% | -6.0% | +6.6% | +2.1% |
| 3M | +25.0% | -11.0% | +36.0% | +28.6% |
| 6M | +11.9% | -0.5% | +12.4% | +11.0% |
| YTD | -9.9% | +0.1% | -9.9% | -11.3% |
| 1Y | 0.0% | +28.2% | -28.2% | -8.6% |
| 3Y | +117.5% | +113.8% | +3.7% | +62.1% |
| 5Y | -6.6% | +131.3% | -138.0% | -34.2% |
| 10Y | +3,320.3% | +296.7% | +3,023.6% | +1,735.2% |
| All | +8,434.7% | +172.6% | +8,262.1% | +5,498.2% |
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