+1,770.7%
SO vs UTHR
+8,620.1%
-6,849.4%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.1% | -1.0% | +0.1% |
| 7D | -0.1% | -2.1% | +2.0% | 0.0% |
| 30D | +8.7% | +7.2% | +1.5% | +8.4% |
| 3M | +3.4% | +11.1% | -7.8% | +3.0% |
| 6M | +3.7% | +4.2% | -0.5% | +3.5% |
| YTD | +10.0% | +20.8% | -10.8% | +9.2% |
| 1Y | +6.6% | +29.7% | -23.1% | +5.5% |
| 3Y | +52.5% | +164.1% | -111.6% | +46.7% |
| 5Y | +76.1% | +190.7% | -114.6% | +68.6% |
| 10Y | +194.9% | +355.4% | -160.5% | +176.5% |
| All | +1,770.7% | +8,620.1% | -6,849.4% | +1,488.8% |
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