+286.8%
SMH vs UTHR
+125.3%
+161.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | 0.0% |
| 7D | +4.3% | +3.0% | +1.3% | +4.1% |
| 30D | +0.9% | -4.3% | +5.2% | +1.1% |
| 3M | -2.8% | -8.4% | +5.5% | -2.3% |
| 6M | +45.6% | -4.2% | +49.8% | +45.8% |
| YTD | +59.5% | +4.0% | +55.5% | +58.7% |
| 1Y | +93.4% | +25.5% | +67.9% | +90.1% |
| All | +286.8% | +125.3% | +161.5% | +288.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling