+100.5%
SIMO vs UTHR
+40.6%
+59.9%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +1.2% | -10.8% | -9.7% |
| 7D | -16.9% | +3.8% | -20.6% | -17.1% |
| 30D | -35.4% | +13.4% | -48.8% | -36.3% |
| 3M | -31.9% | +17.3% | -49.2% | -33.1% |
| 6M | -19.3% | +4.7% | -24.0% | -19.2% |
| YTD | +98.5% | +24.9% | +73.6% | +91.5% |
| 1Y | +100.5% | +39.1% | +61.4% | +70.7% |
| All | +100.5% | +40.6% | +59.9% | +70.7% |
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