+164.1%
UTHR vs SUI
+17.8%
+146.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.1% |
| 7D | -2.1% | +3.4% | -5.5% | -2.5% |
| 30D | +7.2% | +4.6% | +2.6% | +6.7% |
| 3M | +11.1% | +1.6% | +9.5% | +10.8% |
| 6M | +4.2% | -3.5% | +7.7% | +4.4% |
| YTD | +20.8% | -1.0% | +21.8% | +20.6% |
| 1Y | +29.7% | -1.7% | +31.4% | +29.6% |
| 3Y | +164.1% | +18.4% | +145.8% | +152.9% |
| All | +164.1% | +17.8% | +146.4% | +152.9% |
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