+296.4%
SPGI vs UTHR
+310.6%
-14.1%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.8% | -4.3% | -2.8% |
| 7D | -3.1% | +3.0% | -6.1% | -3.6% |
| 30D | +2.0% | -4.3% | +6.3% | +2.7% |
| 3M | +4.3% | -8.4% | +12.7% | +5.7% |
| 6M | -0.2% | -4.2% | +4.0% | +0.1% |
| YTD | -14.8% | +4.0% | -18.8% | -16.1% |
| 1Y | -18.5% | +25.5% | -44.1% | -22.7% |
| 3Y | +16.0% | +125.1% | -109.2% | -5.5% |
| 5Y | +2.2% | +140.3% | -138.1% | -19.5% |
| 10Y | +296.4% | +322.5% | -26.1% | +153.4% |
| All | +296.4% | +310.6% | -14.1% | +153.4% |
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