+972.8%
ABT vs UTHR
+7,123.9%
-6,151.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.4% |
| 7D | -3.7% | -5.4% | +1.7% | -3.2% |
| 30D | +2.5% | -6.0% | +8.5% | +3.0% |
| 3M | +20.2% | -11.0% | +31.2% | +21.3% |
| 6M | -2.9% | -0.5% | -2.4% | -3.1% |
| YTD | -11.9% | +0.1% | -12.0% | -12.3% |
| 1Y | -16.5% | +28.2% | -44.7% | -18.7% |
| 3Y | +12.1% | +113.8% | -101.7% | +3.0% |
| 5Y | -7.4% | +131.3% | -138.7% | -16.0% |
| 10Y | +210.7% | +296.7% | -86.0% | +164.5% |
| All | +972.8% | +7,123.9% | -6,151.0% | +655.0% |
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