+576.6%
SPMO vs UTHR
+299.0%
+277.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.2% |
| 7D | +3.4% | -2.9% | +6.3% | +3.8% |
| 30D | +0.5% | -7.6% | +8.1% | +1.6% |
| 3M | +1.9% | -8.6% | +10.5% | +3.1% |
| 6M | +27.8% | +4.1% | +23.7% | +26.4% |
| YTD | +26.7% | +2.2% | +24.5% | +25.4% |
| 1Y | +28.9% | +26.2% | +2.7% | +23.4% |
| 3Y | +160.7% | +121.2% | +39.5% | +122.1% |
| 5Y | +150.2% | +136.5% | +13.6% | +107.9% |
| 10Y | +517.5% | +300.1% | +217.4% | +343.2% |
| All | +576.6% | +299.0% | +277.6% | +391.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling