+155.8%
STT vs UTHR
+140.7%
+15.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | -0.3% |
| 7D | +1.0% | +3.0% | -2.0% | +0.5% |
| 30D | +2.8% | -4.3% | +7.1% | +3.4% |
| 3M | +18.1% | -8.4% | +26.5% | +19.5% |
| 6M | +59.2% | -4.2% | +63.4% | +59.7% |
| YTD | +51.5% | +4.0% | +47.4% | +49.6% |
| 1Y | +75.7% | +25.5% | +50.2% | +68.3% |
| 3Y | +200.8% | +125.1% | +75.6% | +146.5% |
| 5Y | +155.8% | +140.3% | +15.5% | +100.7% |
| All | +155.8% | +140.7% | +15.0% | +100.7% |
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