+181.0%
ABBV vs UTHR
+140.7%
+40.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.8% | -0.9% | +0.6% |
| 7D | -4.1% | +3.0% | -7.1% | -4.6% |
| 30D | +1.2% | -4.3% | +5.5% | +1.9% |
| 3M | +12.1% | -8.4% | +20.5% | +13.6% |
| 6M | +12.0% | -4.2% | +16.2% | +12.6% |
| YTD | +12.4% | +4.0% | +8.4% | +11.2% |
| 1Y | +22.9% | +25.5% | -2.6% | +17.8% |
| 3Y | +86.8% | +125.1% | -38.4% | +58.8% |
| 5Y | +181.0% | +140.3% | +40.7% | +134.8% |
| All | +181.0% | +140.7% | +40.3% | +134.8% |
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