-99.5%
SPXS vs UTHR
+319.3%
-418.8%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.6% | +2.4% | +1.6% |
| 7D | +6.4% | +2.8% | +3.6% | +7.8% |
| 30D | +6.0% | -2.3% | +8.2% | +4.8% |
| 3M | -11.6% | -7.4% | -4.2% | -14.8% |
| 6M | -28.7% | -6.0% | -22.7% | -30.3% |
| YTD | -26.3% | +3.4% | -29.7% | -23.8% |
| 1Y | -34.9% | +27.1% | -62.0% | -25.0% |
| 3Y | -79.5% | +123.8% | -203.3% | -64.7% |
| 5Y | -85.9% | +139.6% | -225.6% | -72.4% |
| All | -99.5% | +319.3% | -418.8% | -97.9% |
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