+32.8%
SPG vs UTHR
+29.3%
+3.5%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +2.0% | +5.2% | -3.2% | +1.6% |
| 30D | +17.2% | +9.5% | +7.8% | +16.5% |
| 3M | +6.3% | +17.9% | -11.6% | +5.2% |
| 6M | +18.7% | +2.0% | +16.7% | +19.2% |
| YTD | +30.1% | +21.3% | +8.8% | +28.8% |
| 1Y | +32.8% | +27.9% | +4.9% | +27.5% |
| All | +32.8% | +29.3% | +3.5% | +27.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling