+937.0%
AAOI vs UTHR
+549.5%
+387.6%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.2% |
| 7D | +2.9% | +2.8% | +0.1% | +2.3% |
| 30D | -23.1% | -2.3% | -20.8% | -22.8% |
| 3M | -41.0% | -7.4% | -33.6% | -40.2% |
| 6M | -14.3% | -6.0% | -8.3% | -13.9% |
| YTD | +196.3% | +3.4% | +192.9% | +192.0% |
| 1Y | +272.6% | +27.1% | +245.5% | +249.4% |
| 3Y | +775.3% | +123.8% | +651.5% | +596.4% |
| 5Y | +1,290.2% | +139.6% | +1,150.5% | +962.5% |
| 10Y | +426.2% | +320.0% | +106.2% | +226.7% |
| All | +937.0% | +549.5% | +387.6% | +572.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling