+146.3%
UTHR vs SUI
+15.1%
+131.2%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.5% |
| 7D | -6.1% | +6.2% | -12.3% | -6.7% |
| 30D | +3.1% | +8.6% | -5.5% | +2.3% |
| 3M | +5.5% | +1.0% | +4.5% | +5.2% |
| 6M | -5.8% | -2.6% | -3.2% | -5.7% |
| YTD | +15.3% | -0.1% | +15.5% | +15.1% |
| 1Y | +23.8% | +0.5% | +23.3% | +23.4% |
| 3Y | +146.3% | +15.3% | +131.1% | +134.1% |
| All | +146.3% | +15.1% | +131.2% | +134.1% |
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