+15.0%
SHW vs UTHR
+139.1%
-124.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.5% |
| 7D | -1.2% | -2.9% | +1.7% | -0.9% |
| 30D | -11.6% | -7.6% | -4.0% | -11.0% |
| 3M | +9.1% | -8.6% | +17.7% | +10.0% |
| 6M | -0.7% | +4.1% | -4.8% | -1.1% |
| YTD | +1.4% | +2.2% | -0.8% | +0.9% |
| 1Y | -12.3% | +26.2% | -38.5% | -14.6% |
| 3Y | +23.4% | +121.2% | -97.8% | +9.5% |
| 5Y | +15.0% | +136.5% | -121.5% | +4.6% |
| All | +15.0% | +139.1% | -124.0% | +4.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling