-1.6%
SW vs UTHR
+181.3%
-182.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -7.0% | +5.5% | -1.1% |
| 7D | +4.7% | -4.7% | +9.3% | +4.9% |
| 30D | +5.0% | +4.4% | +0.6% | +4.8% |
| 3M | -7.3% | +9.0% | -16.3% | -7.8% |
| 6M | +15.0% | -1.1% | +16.1% | +15.1% |
| YTD | +18.5% | +16.1% | +2.4% | +17.5% |
| 1Y | +27.1% | +26.4% | +0.7% | +25.4% |
| 3Y | +49.3% | +152.1% | -102.8% | +41.5% |
| 5Y | -1.6% | +179.6% | -181.3% | -10.9% |
| All | -1.6% | +181.3% | -182.9% | -10.9% |
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