+3.6%
SNOW vs UTHR
+140.7%
-137.1%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.4% |
| 7D | +8.4% | +3.0% | +5.4% | +8.1% |
| 30D | -1.0% | -4.3% | +3.4% | -0.6% |
| 3M | +38.3% | -8.4% | +46.7% | +39.3% |
| 6M | +81.3% | -4.2% | +85.5% | +81.1% |
| YTD | +51.1% | +4.0% | +47.1% | +49.2% |
| 1Y | +47.0% | +25.5% | +21.4% | +41.9% |
| 3Y | +99.7% | +125.1% | -25.4% | +77.5% |
| 5Y | +3.6% | +140.3% | -136.7% | -4.2% |
| All | +3.6% | +140.7% | -137.1% | -4.2% |
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