+450.0%
SN vs UTHR
+166.1%
+283.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +2.9% |
| 7D | +1.5% | +5.2% | -3.6% | +1.0% |
| 30D | +21.5% | +9.5% | +12.0% | +20.3% |
| 3M | +20.0% | +17.9% | +2.1% | +17.8% |
| 6M | +119.9% | +2.0% | +117.9% | +119.3% |
| YTD | +102.3% | +21.3% | +81.0% | +96.8% |
| 1Y | +148.0% | +27.9% | +120.1% | +139.5% |
| 3Y | +450.0% | +162.3% | +287.7% | +346.7% |
| All | +450.0% | +166.1% | +283.9% | +346.7% |
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