+891.9%
SYY vs UTHR
+8,658.1%
-7,766.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | +0.3% | +5.2% | -4.9% | -0.1% |
| 30D | -4.8% | +9.5% | -14.2% | -5.4% |
| 3M | -7.1% | +17.9% | -25.0% | -8.3% |
| 6M | +6.8% | +2.0% | +4.8% | +6.5% |
| YTD | +7.7% | +21.3% | -13.7% | +5.5% |
| 1Y | +5.7% | +27.9% | -22.2% | +3.1% |
| 3Y | +24.6% | +162.3% | -137.8% | +13.5% |
| 5Y | +15.6% | +190.7% | -175.1% | +3.9% |
| 10Y | +87.9% | +365.5% | -277.6% | +60.1% |
| All | +891.9% | +8,658.1% | -7,766.2% | +609.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling