+324.2%
SMH vs UTHR
+138.8%
+185.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.6% | -1.9% | -2.4% |
| 7D | +1.4% | +2.8% | -1.4% | +1.1% |
| 30D | -2.2% | -2.3% | +0.1% | -2.0% |
| 3M | -1.9% | -7.4% | +5.5% | -1.2% |
| 6M | +41.0% | -6.0% | +47.0% | +41.6% |
| YTD | +55.6% | +3.4% | +52.2% | +54.3% |
| 1Y | +86.8% | +27.1% | +59.7% | +81.0% |
| 3Y | +277.7% | +123.8% | +153.8% | +233.0% |
| 5Y | +324.2% | +139.6% | +184.5% | +267.0% |
| All | +324.2% | +138.8% | +185.4% | +267.0% |
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 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