+2,550.6%
SOXX vs UTHR
+7,822.1%
-5,271.5%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.3% | +3.2% | +2.2% |
| 7D | +1.4% | +1.9% | -0.6% | +1.0% |
| 30D | -3.6% | -2.9% | -0.7% | -3.0% |
| 3M | -10.2% | -8.9% | -1.3% | -8.6% |
| 6M | +54.2% | -8.7% | +63.0% | +56.3% |
| YTD | +75.2% | +2.0% | +73.2% | +72.8% |
| 1Y | +107.5% | +22.8% | +84.7% | +96.0% |
| 3Y | +226.8% | +120.6% | +106.1% | +161.3% |
| 5Y | +251.2% | +136.4% | +114.8% | +171.3% |
| 10Y | +1,567.6% | +314.4% | +1,253.3% | +982.2% |
| All | +2,550.6% | +7,822.1% | -5,271.5% | +742.5% |
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 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