+71.6%
SM vs UTHR
+40.6%
+31.0%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.3% | +1.2% | -16.5% | -15.2% |
| 7D | -21.5% | +3.8% | -25.2% | -21.3% |
| 30D | -11.4% | +13.4% | -24.8% | -10.7% |
| 3M | +0.6% | +17.3% | -16.7% | +1.2% |
| 6M | +0.2% | +4.7% | -4.4% | +0.1% |
| YTD | +69.7% | +24.9% | +44.8% | +70.2% |
| 1Y | +71.6% | +39.1% | +32.4% | +79.1% |
| All | +71.6% | +40.6% | +31.0% | +79.1% |
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 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