-24.1%
SNOW vs UTHR
+191.6%
-215.8%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.8% |
| 7D | +10.8% | +4.9% | +5.9% | +10.3% |
| 30D | -16.5% | +9.2% | -25.7% | -17.2% |
| 3M | -10.1% | +15.9% | -26.0% | -11.4% |
| 6M | +96.5% | +2.0% | +94.6% | +95.8% |
| YTD | +36.2% | +21.8% | +14.4% | +32.4% |
| 1Y | +10.7% | +28.6% | -17.8% | +6.9% |
| 3Y | +86.2% | +166.2% | -80.0% | +61.9% |
| All | -24.1% | +191.6% | -215.8% | -35.5% |
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