+46.0%
SM vs UTHR
+25.4%
+20.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | -0.2% |
| 7D | +4.6% | +1.9% | +2.6% | +4.5% |
| 30D | +18.2% | -2.9% | +21.1% | +18.2% |
| 3M | +22.5% | -8.9% | +31.4% | +22.5% |
| 6M | +50.6% | -8.7% | +59.3% | +49.9% |
| YTD | +108.1% | +2.0% | +106.1% | +103.6% |
| 1Y | +46.0% | +22.8% | +23.2% | +33.0% |
| All | +46.0% | +25.4% | +20.6% | +33.0% |
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