+26.3%
SYY vs UTHR
+125.3%
-98.9%
-24.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.8% | +0.4% | +2.2% |
| 7D | -0.2% | +3.0% | -3.2% | -0.2% |
| 30D | -2.7% | -4.3% | +1.6% | -2.8% |
| 3M | +5.9% | -8.4% | +14.3% | +5.8% |
| 6M | -2.3% | -4.2% | +1.9% | -2.2% |
| YTD | +13.1% | +4.0% | +9.1% | +12.8% |
| 1Y | +3.8% | +25.5% | -21.8% | +2.6% |
| All | +26.3% | +125.3% | -98.9% | +24.1% |
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