-9.4%
ABT vs UTHR
+140.7%
-150.1%
-39.6%
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% | -0.4% |
| 7D | -4.7% | +3.0% | -7.8% | -5.0% |
| 30D | -3.1% | -4.3% | +1.2% | -2.8% |
| 3M | +16.1% | -8.4% | +24.5% | +16.9% |
| 6M | -5.3% | -4.2% | -1.1% | -5.2% |
| YTD | -14.4% | +4.0% | -18.5% | -15.1% |
| 1Y | -18.4% | +25.5% | -43.9% | -20.5% |
| 3Y | +11.2% | +125.1% | -113.9% | -2.6% |
| 5Y | -9.4% | +140.3% | -149.7% | -23.6% |
| All | -9.4% | +140.7% | -150.1% | -23.6% |
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 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