+1,144.9%
STX vs UTHR
+139.1%
+1,005.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.1% | +4.4% | +6.1% |
| 7D | +10.7% | -2.9% | +13.6% | +11.4% |
| 30D | +11.3% | -7.6% | +18.9% | +12.9% |
| 3M | +3.2% | -8.6% | +11.8% | +4.8% |
| 6M | +157.0% | +4.1% | +152.8% | +152.5% |
| YTD | +229.2% | +2.2% | +227.0% | +224.6% |
| 1Y | +381.8% | +26.2% | +355.7% | +357.2% |
| 3Y | +1,383.2% | +121.2% | +1,262.0% | +1,166.0% |
| 5Y | +1,144.9% | +136.5% | +1,008.3% | +893.0% |
| All | +1,144.9% | +139.1% | +1,005.8% | +893.0% |
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