-29.9%
SWK vs UTHR
+190.6%
-220.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.3% |
| 7D | -1.4% | +5.2% | -6.6% | -1.9% |
| 30D | +25.5% | +9.5% | +16.0% | +24.4% |
| 3M | +11.8% | +17.9% | -6.1% | +9.8% |
| 6M | +48.7% | +2.0% | +46.7% | +48.3% |
| YTD | +57.2% | +21.3% | +35.9% | +53.2% |
| 1Y | +75.3% | +27.9% | +47.4% | +69.6% |
| 3Y | +51.9% | +162.3% | -110.4% | +28.4% |
| All | -29.9% | +190.6% | -220.5% | -42.9% |
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