+517.6%
SPMO vs UTHR
+313.7%
+203.9%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.3% | +1.9% | +0.7% |
| 7D | -0.9% | +1.9% | -2.9% | -1.2% |
| 30D | -1.9% | -2.9% | +0.9% | -1.5% |
| 3M | -1.4% | -8.9% | +7.5% | -0.1% |
| 6M | +25.5% | -8.7% | +34.2% | +26.8% |
| YTD | +24.8% | +2.0% | +22.8% | +23.5% |
| 1Y | +24.5% | +22.8% | +1.7% | +19.1% |
| 3Y | +157.1% | +120.6% | +36.5% | +114.7% |
| 5Y | +149.5% | +136.4% | +13.1% | +102.1% |
| All | +517.6% | +313.7% | +203.9% | +318.9% |
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