-4.6%
STM vs UTHR
+190.6%
-195.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +0.6% |
| 7D | +12.0% | +5.2% | +6.8% | +11.2% |
| 30D | -0.4% | +9.5% | -9.8% | -1.4% |
| 3M | -13.2% | +17.9% | -31.1% | -15.3% |
| 6M | -26.1% | +2.0% | -28.1% | -26.4% |
| YTD | +81.2% | +21.3% | +59.9% | +75.0% |
| 1Y | +98.3% | +27.9% | +70.4% | +89.9% |
| 3Y | +16.7% | +162.3% | -145.6% | -4.5% |
| All | -4.6% | +190.6% | -195.1% | -26.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling