-37.0%
STZ vs UTHR
+150.6%
-187.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.8% |
| 7D | +4.9% | -6.1% | +11.0% | +4.9% |
| 30D | +20.9% | +3.1% | +17.7% | +21.0% |
| 3M | +8.0% | +5.5% | +2.5% | +8.1% |
| 6M | -5.3% | -5.8% | +0.5% | -5.3% |
| YTD | +5.9% | +15.3% | -9.4% | +6.2% |
| 1Y | +14.2% | +23.8% | -9.6% | +14.5% |
| 3Y | -37.0% | +146.3% | -183.3% | -41.3% |
| All | -37.0% | +150.6% | -187.5% | -41.3% |
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