-10.4%
SHW vs UTHR
+28.4%
-38.9%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.4% | -1.7% |
| 7D | -3.2% | +3.0% | -6.2% | -3.2% |
| 30D | -11.4% | -4.3% | -7.1% | -11.3% |
| 3M | +3.5% | -8.4% | +11.9% | +3.7% |
| 6M | -3.4% | -4.2% | +0.9% | -2.7% |
| YTD | -0.3% | +4.0% | -4.4% | +1.1% |
| 1Y | -10.4% | +25.5% | -35.9% | -7.1% |
| All | -10.4% | +28.4% | -38.9% | -7.1% |
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