+7,901.8%
UTHR vs SUI
+1,505.0%
+6,396.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | -5.4% | -2.8% | -2.6% | -4.6% |
| 30D | -6.0% | -1.2% | -4.9% | -5.8% |
| 3M | -11.0% | -1.7% | -9.2% | -10.7% |
| 6M | -0.5% | -10.5% | +9.9% | +2.3% |
| YTD | +0.1% | -1.8% | +1.9% | +0.1% |
| 1Y | +28.2% | -4.1% | +32.2% | +28.8% |
| 3Y | +113.8% | +11.3% | +102.6% | +101.9% |
| 5Y | +131.3% | -32.1% | +163.4% | +148.7% |
| 10Y | +296.7% | +110.4% | +186.3% | +195.1% |
| All | +7,901.8% | +1,505.0% | +6,396.8% | +2,531.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling