+32.1%
SOLS vs UTHR
+12.3%
+19.8%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -0.5% | +4.4% | +3.9% |
| 7D | +0.3% | -5.4% | +5.7% | +0.9% |
| 30D | +2.1% | -6.0% | +8.2% | +2.7% |
| 3M | -24.1% | -11.0% | -13.2% | -23.0% |
| 6M | -15.0% | -0.5% | -14.4% | -15.2% |
| YTD | +31.6% | +0.1% | +31.5% | +31.7% |
| All | +32.1% | +12.3% | +19.8% | +28.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling