+236.5%
SLV vs UTHR
+1,895.6%
-1,659.1%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.1% | -4.5% | -3.5% |
| 7D | +3.7% | -2.1% | +5.8% | +3.8% |
| 30D | -15.2% | +7.2% | -22.3% | -15.6% |
| 3M | -21.8% | +11.1% | -32.9% | -22.5% |
| 6M | -36.3% | +4.2% | -40.5% | -36.6% |
| YTD | -27.8% | +20.8% | -48.7% | -29.1% |
| 1Y | +1.5% | +29.7% | -28.2% | -0.7% |
| 3Y | +128.5% | +164.1% | -35.6% | +110.4% |
| 5Y | +103.2% | +190.7% | -87.4% | +84.9% |
| 10Y | +164.7% | +355.4% | -190.7% | +129.6% |
| All | +236.5% | +1,895.6% | -1,659.1% | +139.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling