+72.2%
SMTC vs UTHR
+40.6%
+31.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +1.2% | -14.1% | -13.0% |
| 7D | -24.5% | +3.8% | -28.3% | -24.7% |
| 30D | -42.5% | +13.4% | -55.9% | -43.0% |
| 3M | -14.1% | +17.3% | -31.4% | -15.0% |
| 6M | +3.6% | +4.7% | -1.1% | +4.2% |
| YTD | +50.6% | +24.9% | +25.7% | +46.8% |
| 1Y | +72.2% | +39.1% | +33.1% | +55.0% |
| All | +72.2% | +40.6% | +31.6% | +55.0% |
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