+66.1%
AA vs UTHR
+148.2%
-82.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.7% | +3.6% | +3.0% |
| 7D | +0.9% | -6.1% | +7.0% | +1.7% |
| 30D | -6.7% | +3.1% | -9.8% | -7.0% |
| 3M | -16.3% | +5.5% | -21.8% | -17.0% |
| 6M | -37.1% | -5.8% | -31.3% | -36.8% |
| YTD | -25.0% | +15.3% | -40.4% | -26.5% |
| 1Y | +8.6% | +23.8% | -15.2% | +5.8% |
| All | +66.1% | +148.2% | -82.1% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 UTHR 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