+1,335.2%
STX vs UTHR
+118.3%
+1,216.9%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -0.5% | +6.9% | +6.5% |
| 7D | +2.4% | -5.4% | +7.8% | +3.5% |
| 30D | +1.4% | -6.0% | +7.4% | +2.5% |
| 3M | -8.2% | -11.0% | +2.8% | -6.3% |
| 6M | +127.0% | -0.5% | +127.6% | +124.8% |
| YTD | +209.1% | +0.1% | +209.1% | +205.5% |
| 1Y | +365.4% | +28.2% | +337.3% | +339.2% |
| All | +1,335.2% | +118.3% | +1,216.9% | +1,204.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling