-4.8%
SLB vs UTHR
+308.5%
-313.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.1% | -2.8% | -1.2% |
| 7D | +0.4% | -2.9% | +3.3% | +1.1% |
| 30D | +13.6% | -7.6% | +21.2% | +15.5% |
| 3M | +1.5% | -8.6% | +10.1% | +3.4% |
| 6M | +23.0% | +4.1% | +18.9% | +20.8% |
| YTD | +51.2% | +2.2% | +49.0% | +48.6% |
| 1Y | +63.5% | +26.2% | +37.3% | +52.1% |
| 3Y | +2.5% | +121.2% | -118.7% | -22.3% |
| 5Y | +139.2% | +136.5% | +2.6% | +72.3% |
| 10Y | -4.8% | +300.1% | -304.9% | -48.1% |
| All | -4.8% | +308.5% | -313.3% | -48.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling