+1,744.6%
SO vs UTHR
+8,226.2%
-6,481.6%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -1.0% |
| 7D | -1.5% | -6.1% | +4.7% | -1.3% |
| 30D | +8.1% | +3.1% | +5.0% | +7.9% |
| 3M | +0.2% | +5.5% | -5.2% | 0.0% |
| 6M | +0.4% | -5.8% | +6.2% | +0.5% |
| YTD | +8.5% | +15.3% | -6.8% | +7.8% |
| 1Y | +4.9% | +23.8% | -18.9% | +4.0% |
| 3Y | +47.9% | +146.3% | -98.4% | +42.6% |
| 5Y | +75.7% | +177.8% | -102.1% | +68.5% |
| 10Y | +178.0% | +392.4% | -214.4% | +160.5% |
| All | +1,744.6% | +8,226.2% | -6,481.6% | +1,468.9% |
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