-22.4%
SIRI vs UTHR
+121.0%
-143.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.3% | +1.0% |
| 7D | +0.6% | +1.9% | -1.4% | +0.4% |
| 30D | +2.5% | -2.9% | +5.4% | +2.6% |
| 3M | +6.6% | -8.9% | +15.5% | +7.2% |
| 6M | +32.9% | -8.7% | +41.6% | +33.4% |
| YTD | +50.5% | +2.0% | +48.4% | +49.4% |
| 1Y | +28.0% | +22.8% | +5.2% | +24.8% |
| 3Y | -22.4% | +120.6% | -143.0% | -28.6% |
| All | -22.4% | +121.0% | -143.4% | -28.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling