+5,484.0%
SHW vs UTHR
+8,658.1%
-3,174.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +1.9% | +5.2% | -3.3% | +1.4% |
| 30D | +8.1% | +9.5% | -1.4% | +7.1% |
| 3M | -2.8% | +17.9% | -20.7% | -4.5% |
| 6M | +15.0% | +2.0% | +13.0% | +14.6% |
| YTD | +9.0% | +21.3% | -12.3% | +6.5% |
| 1Y | +4.5% | +27.9% | -23.4% | +1.5% |
| 3Y | +41.9% | +162.3% | -120.5% | +26.7% |
| 5Y | +10.7% | +190.7% | -180.0% | -2.7% |
| 10Y | +340.4% | +365.5% | -25.1% | +262.3% |
| All | +5,484.0% | +8,658.1% | -3,174.0% | +3,970.4% |
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