+24.6%
SYY vs UTHR
+166.1%
-141.6%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | +0.3% | +5.2% | -4.9% | +0.3% |
| 30D | -4.8% | +9.5% | -14.2% | -4.8% |
| 3M | -7.1% | +17.9% | -25.0% | -7.0% |
| 6M | +6.8% | +2.0% | +4.8% | +6.8% |
| YTD | +7.7% | +21.3% | -13.7% | +7.4% |
| 1Y | +5.7% | +27.9% | -22.2% | +5.1% |
| 3Y | +24.6% | +162.3% | -137.8% | +19.4% |
| All | +24.6% | +166.1% | -141.6% | +19.4% |
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