+16.5%
SNPS vs UTHR
+139.1%
-122.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.1% | -2.6% | -0.7% |
| 7D | -5.5% | -2.9% | -2.6% | -5.2% |
| 30D | -5.8% | -7.6% | +1.8% | -5.1% |
| 3M | -17.2% | -8.6% | -8.6% | -16.5% |
| 6M | -10.4% | +4.1% | -14.5% | -10.8% |
| YTD | -16.5% | +2.2% | -18.7% | -16.8% |
| 1Y | -35.6% | +26.2% | -61.8% | -37.1% |
| 3Y | -14.6% | +121.2% | -135.8% | -22.2% |
| 5Y | +16.5% | +136.5% | -120.1% | +4.8% |
| All | +16.5% | +139.1% | -122.6% | +4.8% |
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 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