-85.6%
SMR vs UTHR
+40.6%
-126.2%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.2% | -5.7% | -4.7% |
| 7D | -9.5% | +3.8% | -13.3% | -10.3% |
| 30D | -33.2% | +13.4% | -46.6% | -35.2% |
| 3M | -45.9% | +17.3% | -63.3% | -48.2% |
| 6M | -57.9% | +4.7% | -62.6% | -58.4% |
| YTD | -63.8% | +24.9% | -88.7% | -65.3% |
| 1Y | -85.6% | +39.1% | -124.7% | -87.0% |
| All | -85.6% | +40.6% | -126.2% | -87.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling