+1,531.3%
SNPS vs UTHR
+8,529.0%
-6,997.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +3.6% | 0.0% | +3.2% |
| 7D | +0.2% | -2.3% | +2.5% | +0.5% |
| 30D | -8.4% | +6.1% | -14.5% | -9.2% |
| 3M | +12.3% | +8.1% | +4.2% | +11.1% |
| 6M | -9.6% | +3.1% | -12.7% | -10.1% |
| YTD | -0.6% | +19.5% | -20.1% | -3.3% |
| 1Y | +18.7% | +29.7% | -11.1% | +14.2% |
| 3Y | -7.6% | +162.7% | -170.3% | -20.3% |
| 5Y | +34.1% | +192.8% | -158.7% | +12.8% |
| 10Y | +691.2% | +348.1% | +343.1% | +513.7% |
| All | +1,531.3% | +8,529.0% | -6,997.7% | +726.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling