+39.1%
UTHR vs SBAC
+2.4%
+36.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.8% | -4.6% | +1.0% |
| 7D | +3.8% | +5.8% | -2.0% | +3.6% |
| 30D | +13.4% | +20.8% | -7.4% | +12.9% |
| 3M | +17.3% | +4.8% | +12.6% | +17.2% |
| 6M | +4.7% | -9.1% | +13.8% | +4.6% |
| YTD | +24.9% | +3.1% | +21.8% | +25.0% |
| 1Y | +39.1% | +2.2% | +37.0% | +39.7% |
| All | +39.1% | +2.4% | +36.8% | +39.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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