+27.5%
SOLS vs UTHR
+14.5%
+13.0%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.3% | +0.1% |
| 7D | -3.5% | +1.9% | -5.4% | -3.7% |
| 30D | -1.0% | -2.9% | +1.9% | -0.8% |
| 3M | -24.1% | -8.9% | -15.2% | -23.2% |
| 6M | -18.0% | -8.7% | -9.2% | -16.5% |
| YTD | +27.1% | +2.0% | +25.0% | +26.9% |
| All | +27.5% | +14.5% | +13.0% | +23.7% |
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