+300.0%
UTHR vs SUI
+108.4%
+191.7%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -5.4% | -2.8% | -2.6% | -4.8% |
| 30D | -6.0% | -1.2% | -4.9% | -5.8% |
| 3M | -11.0% | -1.7% | -9.2% | -10.7% |
| 6M | -0.5% | -10.5% | +9.9% | +1.9% |
| YTD | +0.1% | -1.8% | +1.9% | +0.1% |
| 1Y | +28.2% | -4.1% | +32.2% | +28.8% |
| 3Y | +113.8% | +11.3% | +102.6% | +102.6% |
| 5Y | +131.3% | -32.1% | +163.4% | +150.6% |
| All | +300.0% | +108.4% | +191.7% | +247.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling