+27.6%
SOLS vs UTHR
+16.0%
+11.6%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.6% |
| 7D | +0.3% | +2.8% | -2.5% | 0.0% |
| 30D | +0.9% | -2.3% | +3.1% | +1.0% |
| 3M | -20.7% | -7.4% | -13.3% | -19.8% |
| 6M | -17.7% | -6.0% | -11.7% | -16.6% |
| YTD | +27.1% | +3.4% | +23.7% | +26.8% |
| All | +27.6% | +16.0% | +11.6% | +23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling