+4,344.1%
SMCI vs UTHR
+1,755.1%
+2,588.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.8% | -5.1% | -3.7% |
| 7D | +5.2% | +3.0% | +2.2% | +4.5% |
| 30D | +23.7% | -4.3% | +28.1% | +24.8% |
| 3M | -4.2% | -8.4% | +4.2% | -2.6% |
| 6M | +21.7% | -4.2% | +26.0% | +22.3% |
| YTD | +33.0% | +4.0% | +29.0% | +31.2% |
| 1Y | -9.3% | +25.5% | -34.8% | -14.4% |
| 3Y | +38.7% | +125.1% | -86.4% | +8.0% |
| 5Y | +967.2% | +140.3% | +826.8% | +701.1% |
| 10Y | +1,745.9% | +322.5% | +1,423.4% | +1,029.0% |
| All | +4,344.1% | +1,755.1% | +2,588.9% | +1,925.0% |
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 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