-33.9%
AAL vs UTHR
+193.6%
-227.5%
-57.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.3% |
| 7D | +3.4% | -2.1% | +5.6% | +3.9% |
| 30D | +11.7% | +8.3% | +3.4% | +10.2% |
| 3M | -7.8% | +15.5% | -23.3% | -10.4% |
| 6M | +10.2% | +4.5% | +5.7% | +9.2% |
| YTD | -8.0% | +22.2% | -30.3% | -12.2% |
| 1Y | +8.5% | +29.7% | -21.2% | +2.3% |
| 3Y | +19.5% | +167.3% | -147.8% | -5.7% |
| 5Y | -33.9% | +196.5% | -230.4% | -52.8% |
| All | -33.9% | +193.6% | -227.5% | -52.8% |
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