+116.5%
UTHR vs SUI
+12.1%
+104.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -5.4% | -2.8% | -2.6% | -5.2% |
| 30D | -6.0% | -1.2% | -4.9% | -6.0% |
| 3M | -11.0% | -1.7% | -9.2% | -10.9% |
| 6M | -0.5% | -10.5% | +9.9% | +0.4% |
| YTD | +0.1% | -1.8% | +1.9% | +0.1% |
| 1Y | +28.2% | -4.1% | +32.2% | +28.5% |
| All | +116.5% | +12.1% | +104.4% | +106.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling