+434.4%
SITM vs UTHR
+125.3%
+309.1%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.7% |
| 7D | +3.7% | +3.0% | +0.7% | +3.3% |
| 30D | -14.5% | -4.3% | -10.2% | -14.1% |
| 3M | -10.6% | -8.4% | -2.2% | -9.8% |
| 6M | +65.5% | -4.2% | +69.8% | +65.0% |
| YTD | +67.0% | +4.0% | +63.0% | +64.6% |
| 1Y | +138.6% | +25.5% | +113.1% | +130.6% |
| All | +434.4% | +125.3% | +309.1% | +403.4% |
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 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