+115.9%
SPG vs UTHR
+362.9%
-247.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.2% | -1.1% | -0.1% |
| 7D | +2.7% | -2.1% | +4.8% | +3.1% |
| 30D | +16.6% | +8.3% | +8.3% | +14.6% |
| 3M | +8.1% | +15.5% | -7.5% | +4.4% |
| 6M | +19.3% | +4.5% | +14.8% | +17.7% |
| YTD | +31.1% | +22.2% | +8.8% | +24.1% |
| 1Y | +32.8% | +29.7% | +3.1% | +24.0% |
| 3Y | +135.8% | +167.3% | -31.5% | +76.7% |
| 5Y | +85.1% | +196.5% | -111.4% | +31.5% |
| 10Y | +115.9% | +369.0% | -253.1% | +19.9% |
| All | +115.9% | +362.9% | -247.0% | +19.9% |
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 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