+619.3%
STT vs UTHR
+8,724.6%
-8,105.3%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.2% | +0.3% | +1.3% |
| 7D | +0.4% | -2.1% | +2.5% | +0.8% |
| 30D | -0.4% | +8.3% | -8.7% | -1.7% |
| 3M | -6.5% | +15.5% | -22.0% | -9.0% |
| 6M | +17.2% | +4.5% | +12.7% | +15.8% |
| YTD | +38.2% | +22.2% | +16.0% | +32.6% |
| 1Y | +49.3% | +29.7% | +19.6% | +41.8% |
| 3Y | +181.9% | +167.3% | +14.6% | +131.7% |
| 5Y | +106.9% | +196.5% | -89.6% | +65.5% |
| 10Y | +203.1% | +369.0% | -165.9% | +117.9% |
| All | +619.3% | +8,724.6% | -8,105.3% | +392.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling