+79.9%
AAPL vs UTHR
+123.2%
-43.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.1% | -3.3% | -1.3% |
| 7D | -2.7% | -2.9% | +0.1% | -2.5% |
| 30D | +1.0% | -7.6% | +8.6% | +1.7% |
| 3M | +5.0% | -8.6% | +13.5% | +5.7% |
| 6M | +23.0% | +4.1% | +18.9% | +22.3% |
| YTD | +16.6% | +2.2% | +14.4% | +16.0% |
| 1Y | +33.4% | +26.2% | +7.2% | +30.2% |
| 3Y | +79.9% | +121.2% | -41.3% | +69.6% |
| All | +79.9% | +123.2% | -43.3% | +69.6% |
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 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