+19.1%
AA vs UTHR
+139.1%
-120.0%
-75.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.1% | +1.4% | +3.2% |
| 7D | +1.7% | -2.9% | +4.5% | +2.1% |
| 30D | +3.3% | -7.6% | +10.9% | +4.5% |
| 3M | -29.4% | -8.6% | -20.8% | -28.5% |
| 6M | -12.8% | +4.1% | -17.0% | -13.6% |
| YTD | -2.1% | +2.2% | -4.3% | -2.8% |
| 1Y | +62.8% | +26.2% | +36.6% | +57.4% |
| 3Y | +90.5% | +121.2% | -30.7% | +63.9% |
| 5Y | +19.1% | +136.5% | -117.5% | -4.8% |
| All | +19.1% | +139.1% | -120.0% | -4.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling