+225.0%
SIMO vs UTHR
+24.8%
+200.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.1% | +4.0% | +5.8% |
| 7D | +14.6% | -2.9% | +17.5% | +15.1% |
| 30D | +6.2% | -7.6% | +13.8% | +7.6% |
| 3M | +3.6% | -8.6% | +12.1% | +4.9% |
| 6M | +130.8% | +4.1% | +126.6% | +122.3% |
| YTD | +195.8% | +2.2% | +193.6% | +190.6% |
| 1Y | +225.0% | +26.2% | +198.8% | +218.2% |
| All | +225.0% | +24.8% | +200.2% | +218.2% |
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 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