+136.5%
UTHR vs SBAC
-43.9%
+180.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.2% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -7.6% | +3.2% | -10.8% | -8.0% |
| 3M | -8.6% | -5.1% | -3.5% | -8.1% |
| 6M | +4.1% | -2.1% | +6.2% | +3.9% |
| YTD | +2.2% | -0.5% | +2.7% | +1.6% |
| 1Y | +26.2% | +1.1% | +25.1% | +24.9% |
| 3Y | +121.2% | -7.4% | +128.6% | +118.7% |
| 5Y | +136.5% | -44.3% | +180.9% | +178.1% |
| All | +136.5% | -43.9% | +180.5% | +178.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling