+134.5%
UTHR vs SUI
-32.0%
+166.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.5% |
| 7D | -5.4% | -2.8% | -2.6% | -5.0% |
| 30D | -6.0% | -1.2% | -4.9% | -5.9% |
| 3M | -11.0% | -1.7% | -9.2% | -10.8% |
| 6M | -0.5% | -10.5% | +9.9% | +1.1% |
| YTD | +0.1% | -1.8% | +1.9% | +0.1% |
| 1Y | +28.2% | -4.1% | +32.2% | +28.6% |
| 3Y | +113.8% | +11.3% | +102.6% | +104.9% |
| All | +134.5% | -32.0% | +166.4% | +164.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling