+9.5%
SPGI vs UTHR
+133.0%
-123.6%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.5% |
| 7D | +0.1% | -5.4% | +5.5% | +0.6% |
| 30D | +8.4% | -6.0% | +14.5% | +8.9% |
| 3M | +11.8% | -11.0% | +22.8% | +12.9% |
| 6M | +5.7% | -0.5% | +6.2% | +5.6% |
| YTD | -9.7% | +0.1% | -9.7% | -10.0% |
| 1Y | -12.5% | +28.2% | -40.6% | -15.1% |
| 3Y | +21.8% | +113.8% | -92.0% | +8.0% |
| All | +9.5% | +133.0% | -123.6% | -2.2% |
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