+807.6%
SPY vs UTHR
+8,689.8%
-7,882.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | +3.3% | +4.9% | -1.6% | +2.7% |
| 30D | -2.7% | +9.2% | -11.9% | -3.7% |
| 3M | -1.7% | +15.9% | -17.7% | -3.6% |
| 6M | +3.1% | +2.0% | +1.1% | +2.6% |
| YTD | +11.9% | +21.8% | -9.9% | +8.6% |
| 1Y | +12.0% | +28.6% | -16.6% | +8.0% |
| 3Y | +78.2% | +166.2% | -88.1% | +54.7% |
| 5Y | +73.2% | +191.8% | -118.6% | +47.5% |
| 10Y | +309.6% | +367.2% | -57.5% | +221.2% |
| All | +807.6% | +8,689.8% | -7,882.1% | +421.0% |
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