+109.8%
AAPL vs UTHR
+140.7%
-30.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.5% |
| 7D | -3.0% | +3.0% | -6.0% | -3.3% |
| 30D | +2.3% | -4.3% | +6.6% | +2.8% |
| 3M | +8.6% | -8.4% | +17.0% | +9.7% |
| 6M | +21.6% | -4.2% | +25.8% | +21.9% |
| YTD | +16.3% | +4.0% | +12.3% | +15.2% |
| 1Y | +35.1% | +25.5% | +9.5% | +30.4% |
| 3Y | +79.4% | +125.1% | -45.8% | +54.8% |
| 5Y | +109.8% | +140.3% | -30.5% | +75.5% |
| All | +109.8% | +140.7% | -30.9% | +75.5% |
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 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