+698.1%
STT vs UTHR
+7,123.9%
-6,425.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.3% |
| 7D | +0.5% | -5.4% | +5.9% | +1.4% |
| 30D | +3.9% | -6.0% | +9.9% | +4.8% |
| 3M | +20.0% | -11.0% | +30.9% | +22.1% |
| 6M | +55.3% | -0.5% | +55.8% | +54.8% |
| YTD | +53.3% | +0.1% | +53.3% | +52.4% |
| 1Y | +74.7% | +28.2% | +46.5% | +66.3% |
| 3Y | +205.8% | +113.8% | +92.0% | +161.3% |
| 5Y | +145.0% | +131.3% | +13.7% | +104.5% |
| 10Y | +266.0% | +296.7% | -30.7% | +170.9% |
| All | +698.1% | +7,123.9% | -6,425.8% | +466.2% |
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