+39.1%
UTHR vs SUI
+1.6%
+37.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.2% | -4.0% | +0.6% |
| 7D | +3.8% | +10.0% | -6.3% | +2.7% |
| 30D | +13.4% | +8.4% | +5.0% | +12.5% |
| 3M | +17.3% | +0.7% | +16.7% | +17.0% |
| 6M | +4.7% | -0.9% | +5.6% | +4.4% |
| YTD | +24.9% | +0.6% | +24.2% | +24.0% |
| 1Y | +39.1% | +0.8% | +38.4% | +39.2% |
| All | +39.1% | +1.6% | +37.5% | +39.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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