-7.7%
AAL vs UTHR
+123.2%
-130.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.1% | -3.8% | -2.0% |
| 7D | -0.3% | -2.9% | +2.6% | +0.2% |
| 30D | -19.0% | -7.6% | -11.4% | -17.9% |
| 3M | -5.1% | -8.6% | +3.5% | -3.7% |
| 6M | +15.5% | +4.1% | +11.3% | +14.1% |
| YTD | -15.8% | +2.2% | -18.0% | -16.8% |
| 1Y | -0.3% | +26.2% | -26.5% | -5.8% |
| 3Y | -7.7% | +121.2% | -128.8% | -22.5% |
| All | -7.7% | +123.2% | -130.8% | -22.5% |
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