+60.1%
STLD vs UTHR
+40.6%
+19.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -3.1% |
| 7D | -3.9% | +3.8% | -7.7% | -4.2% |
| 30D | -0.4% | +13.4% | -13.8% | -1.3% |
| 3M | -9.2% | +17.3% | -26.5% | -10.3% |
| 6M | +5.0% | +4.7% | +0.3% | +5.7% |
| YTD | +42.8% | +24.9% | +17.9% | +39.7% |
| 1Y | +60.1% | +39.1% | +20.9% | +48.9% |
| All | +60.1% | +40.6% | +19.5% | +48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling