-37.6%
SMCI vs UTHR
+40.6%
-78.2%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.2% | -6.9% | -5.9% |
| 7D | -17.3% | +3.8% | -21.1% | -17.8% |
| 30D | -31.5% | +13.4% | -44.9% | -32.8% |
| 3M | -6.6% | +17.3% | -23.9% | -8.9% |
| 6M | +6.0% | +4.7% | +1.3% | +7.1% |
| YTD | +1.1% | +24.9% | -23.8% | -4.5% |
| 1Y | -37.6% | +39.1% | -76.7% | -34.4% |
| All | -37.6% | +40.6% | -78.2% | -34.4% |
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