+134.3%
SN vs UTHR
+30.1%
+104.2%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -3.0% |
| 7D | +1.4% | +4.9% | -3.5% | +1.2% |
| 30D | +16.6% | +9.2% | +7.4% | +16.3% |
| 3M | +18.3% | +15.9% | +2.3% | +18.0% |
| 6M | +103.1% | +2.0% | +101.1% | +104.2% |
| YTD | +96.7% | +21.8% | +75.0% | +96.5% |
| 1Y | +134.3% | +28.6% | +105.8% | +129.6% |
| All | +134.3% | +30.1% | +104.2% | +129.6% |
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