+109.7%
SPG vs UTHR
+118.3%
-8.5%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.9% |
| 7D | -2.4% | -5.4% | +3.0% | -1.9% |
| 30D | -6.8% | -6.0% | -0.8% | -6.3% |
| 3M | +2.7% | -11.0% | +13.6% | +3.8% |
| 6M | +5.5% | -0.5% | +6.0% | +5.4% |
| YTD | +15.7% | +0.1% | +15.6% | +15.5% |
| 1Y | +20.9% | +28.2% | -7.3% | +17.6% |
| All | +109.7% | +118.3% | -8.5% | +87.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling