+369.0%
UTHR vs SUI
+120.9%
+248.1%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.4% |
| 7D | -2.1% | -2.4% | +0.3% | -1.5% |
| 30D | +8.3% | +3.3% | +4.9% | +7.3% |
| 3M | +15.5% | +0.7% | +14.9% | +15.1% |
| 6M | +4.5% | -4.1% | +8.7% | +5.2% |
| YTD | +22.2% | -1.8% | +24.1% | +22.1% |
| 1Y | +29.7% | -4.1% | +33.8% | +30.3% |
| 3Y | +167.3% | +17.4% | +149.9% | +149.3% |
| 5Y | +196.5% | -27.0% | +223.5% | +214.1% |
| 10Y | +369.0% | +121.2% | +247.8% | +309.8% |
| All | +369.0% | +120.9% | +248.1% | +309.8% |
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