+106.9%
SPG vs UTHR
+139.1%
-32.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -1.0% | +0.9% |
| 7D | 0.0% | -2.9% | +2.9% | +0.4% |
| 30D | -4.9% | -7.6% | +2.6% | -4.0% |
| 3M | +3.3% | -8.6% | +11.9% | +4.4% |
| 6M | +11.2% | +4.1% | +7.1% | +10.4% |
| YTD | +17.1% | +2.2% | +14.9% | +16.2% |
| 1Y | +21.6% | +26.2% | -4.6% | +17.2% |
| 3Y | +111.9% | +121.2% | -9.3% | +80.9% |
| 5Y | +106.9% | +136.5% | -29.6% | +71.3% |
| All | +106.9% | +139.1% | -32.1% | +71.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling