+99.6%
STM vs UTHR
+23.3%
+76.3%
-39.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.5% | +2.4% | +1.9% |
| 7D | +5.8% | -5.4% | +11.2% | +6.1% |
| 30D | -1.0% | -6.0% | +5.0% | -0.6% |
| 3M | -33.3% | -11.0% | -22.3% | -32.8% |
| 6M | +57.4% | -0.5% | +57.9% | +55.6% |
| YTD | +102.2% | +0.1% | +102.1% | +100.3% |
| 1Y | +99.6% | +28.2% | +71.4% | +95.9% |
| All | +99.6% | +23.3% | +76.3% | +95.9% |
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