+684.5%
SNPS vs UTHR
+349.3%
+335.2%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.1% | -2.6% | -1.7% |
| 7D | -0.6% | -2.1% | +1.5% | -0.2% |
| 30D | -9.8% | +7.2% | -17.0% | -11.0% |
| 3M | +11.7% | +11.1% | +0.6% | +9.5% |
| 6M | -10.9% | +4.2% | -15.1% | -11.8% |
| YTD | -2.1% | +20.8% | -22.9% | -6.0% |
| 1Y | +14.8% | +29.7% | -14.9% | +8.6% |
| 3Y | -11.3% | +164.1% | -175.5% | -29.5% |
| 5Y | +36.2% | +190.7% | -154.5% | +3.3% |
| 10Y | +684.5% | +355.4% | +329.1% | +386.8% |
| All | +684.5% | +349.3% | +335.2% | +386.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling