+1,314.2%
AAOI vs UTHR
+135.8%
+1,178.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.3% | +3.3% | +2.2% |
| 7D | -0.2% | +1.9% | -2.1% | -0.4% |
| 30D | -23.7% | -2.9% | -20.8% | -23.4% |
| 3M | -39.0% | -8.9% | -30.2% | -38.3% |
| 6M | -17.0% | -8.7% | -8.3% | -16.3% |
| YTD | +202.2% | +2.0% | +200.2% | +200.0% |
| 1Y | +292.4% | +22.8% | +269.6% | +279.8% |
| 3Y | +804.4% | +120.6% | +683.8% | +706.0% |
| All | +1,314.2% | +135.8% | +1,178.5% | +1,139.2% |
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