+2,343.8%
SU vs UTHR
+7,364.6%
-5,020.8%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | -0.1% |
| 7D | +1.7% | +2.8% | -1.1% | +1.3% |
| 30D | +9.6% | -2.3% | +11.9% | +9.9% |
| 3M | +11.7% | -7.4% | +19.1% | +12.6% |
| 6M | +21.9% | -6.0% | +27.9% | +22.3% |
| YTD | +58.6% | +3.4% | +55.2% | +57.0% |
| 1Y | +66.5% | +27.1% | +39.4% | +60.5% |
| 3Y | +121.4% | +123.8% | -2.4% | +95.6% |
| 5Y | +355.7% | +139.6% | +216.1% | +295.9% |
| 10Y | +264.2% | +320.0% | -55.8% | +189.4% |
| All | +2,343.8% | +7,364.6% | -5,020.8% | +1,293.2% |
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