+108.2%
STT vs UTHR
+190.4%
-82.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.6% | -0.4% | +2.7% |
| 7D | +0.9% | -2.3% | +3.2% | +1.3% |
| 30D | -2.3% | +6.1% | -8.4% | -3.1% |
| 3M | -7.0% | +8.1% | -15.1% | -8.1% |
| 6M | +15.5% | +3.1% | +12.4% | +14.8% |
| YTD | +35.6% | +19.5% | +16.1% | +31.4% |
| 1Y | +47.9% | +29.7% | +18.1% | +41.6% |
| 3Y | +181.1% | +162.7% | +18.4% | +127.2% |
| 5Y | +108.2% | +192.8% | -84.6% | +57.5% |
| All | +108.2% | +190.4% | -82.2% | +57.5% |
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