+1,817.6%
SMH vs UTHR
+313.7%
+1,503.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.8% |
| 7D | +0.3% | +1.9% | -1.7% | -0.2% |
| 30D | -2.8% | -2.9% | +0.1% | -2.3% |
| 3M | -6.7% | -8.9% | +2.1% | -5.1% |
| 6M | +41.8% | -8.7% | +50.5% | +43.7% |
| YTD | +57.9% | +2.0% | +55.8% | +55.7% |
| 1Y | +87.6% | +22.8% | +64.8% | +77.0% |
| 3Y | +282.9% | +120.6% | +162.3% | +199.0% |
| 5Y | +330.4% | +136.4% | +194.0% | +220.0% |
| All | +1,817.6% | +313.7% | +1,503.9% | +1,022.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling