+1,537.1%
SOXX vs UTHR
+313.7%
+1,223.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.2% |
| 7D | +1.4% | +1.9% | -0.6% | +0.9% |
| 30D | -3.6% | -2.9% | -0.7% | -3.0% |
| 3M | -10.2% | -8.9% | -1.3% | -8.5% |
| 6M | +54.2% | -8.7% | +63.0% | +56.4% |
| YTD | +75.2% | +2.0% | +73.2% | +72.6% |
| 1Y | +107.5% | +22.8% | +84.7% | +95.1% |
| 3Y | +226.8% | +120.6% | +106.1% | +152.8% |
| 5Y | +251.2% | +136.4% | +114.8% | +158.5% |
| All | +1,537.1% | +313.7% | +1,223.4% | +839.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling