+758.6%
SM vs UTHR
+7,123.9%
-6,365.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | -5.4% | +5.5% | +1.3% |
| 30D | +26.3% | -6.0% | +32.4% | +27.8% |
| 3M | +8.7% | -11.0% | +19.6% | +11.2% |
| 6M | +51.7% | -0.5% | +52.2% | +50.4% |
| YTD | +99.0% | +0.1% | +99.0% | +96.5% |
| 1Y | +34.6% | +28.2% | +6.4% | +25.6% |
| 3Y | -7.8% | +113.8% | -121.6% | -24.9% |
| 5Y | +104.8% | +131.3% | -26.5% | +61.8% |
| 10Y | +7.2% | +296.7% | -289.5% | -23.8% |
| All | +758.6% | +7,123.9% | -6,365.3% | +311.2% |
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