-13.6%
SOUN vs UTHR
+183.5%
-197.1%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.1% | -1.9% |
| 7D | -4.4% | +3.0% | -7.4% | -5.3% |
| 30D | -13.1% | -4.3% | -8.8% | -12.1% |
| 3M | -7.7% | -8.4% | +0.7% | -5.5% |
| 6M | -21.2% | -4.2% | -16.9% | -20.7% |
| YTD | -35.0% | +4.0% | -39.0% | -36.7% |
| 1Y | -56.4% | +25.5% | -81.9% | -60.1% |
| 3Y | +181.7% | +125.1% | +56.6% | +101.6% |
| All | -13.6% | +183.5% | -197.1% | -64.9% |
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 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