+178.1%
SONY vs UTHR
+7,277.3%
-7,099.2%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.1% | -6.3% | -4.5% |
| 7D | -5.2% | -2.9% | -2.3% | -4.8% |
| 30D | +0.3% | -7.6% | +7.9% | +1.2% |
| 3M | +6.2% | -8.6% | +14.8% | +7.3% |
| 6M | +9.5% | +4.1% | +5.4% | +8.7% |
| YTD | -8.1% | +2.2% | -10.3% | -8.8% |
| 1Y | -17.9% | +26.2% | -44.1% | -20.8% |
| 3Y | +41.5% | +121.2% | -79.7% | +24.8% |
| 5Y | +11.8% | +136.5% | -124.7% | -3.2% |
| 10Y | +275.4% | +300.1% | -24.7% | +194.7% |
| All | +178.1% | +7,277.3% | -7,099.2% | +50.8% |
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