+92,172.8%
AAPL vs UTHR
+7,123.9%
+85,049.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.5% | -2.0% | -2.4% |
| 7D | +0.1% | -5.4% | +5.5% | +1.0% |
| 30D | +3.0% | -6.0% | +9.0% | +4.0% |
| 3M | +2.9% | -11.0% | +13.9% | +4.8% |
| 6M | +22.1% | -0.5% | +22.6% | +21.7% |
| YTD | +18.0% | +0.1% | +17.9% | +17.2% |
| 1Y | +33.9% | +28.2% | +5.8% | +27.4% |
| 3Y | +71.2% | +113.8% | -42.6% | +45.8% |
| 5Y | +112.6% | +131.3% | -18.7% | +76.4% |
| 10Y | +1,198.8% | +296.7% | +902.1% | +842.9% |
| All | +92,172.8% | +7,123.9% | +85,049.0% | +34,712.4% |
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