+72.7%
SWK vs UTHR
+30.1%
+42.6%
-26.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.4% | -1.9% | -2.3% |
| 7D | -2.0% | +4.9% | -6.8% | -1.9% |
| 30D | +24.6% | +9.2% | +15.4% | +25.2% |
| 3M | +10.8% | +15.9% | -5.2% | +11.8% |
| 6M | +46.1% | +2.0% | +44.1% | +46.6% |
| YTD | +56.8% | +21.8% | +35.1% | +61.8% |
| 1Y | +72.7% | +28.6% | +44.2% | +69.6% |
| All | +72.7% | +30.1% | +42.6% | +69.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling