+980.0%
SMCI vs UTHR
+135.8%
+844.2%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -1.3% | +8.6% | +7.3% |
| 7D | +1.3% | +1.9% | -0.7% | +1.2% |
| 30D | +6.6% | -2.9% | +9.5% | +6.7% |
| 3M | +25.4% | -8.9% | +34.3% | +25.8% |
| 6M | +26.1% | -8.7% | +34.9% | +26.7% |
| YTD | +37.0% | +2.0% | +35.0% | +37.1% |
| 1Y | -8.8% | +22.8% | -31.6% | -8.8% |
| 3Y | +44.6% | +120.6% | -76.0% | +35.9% |
| All | +980.0% | +135.8% | +844.2% | +821.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling