+981.3%
ABT vs UTHR
+8,658.1%
-7,676.8%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.2% |
| 7D | -1.3% | +5.2% | -6.5% | -1.7% |
| 30D | +6.0% | +9.5% | -3.4% | +5.2% |
| 3M | -1.9% | +17.9% | -19.8% | -3.4% |
| 6M | +31.2% | +2.0% | +29.2% | +30.7% |
| YTD | -11.2% | +21.3% | -32.6% | -13.1% |
| 1Y | -14.0% | +27.9% | -41.8% | -16.2% |
| 3Y | +20.7% | +162.3% | -141.7% | +8.9% |
| 5Y | -6.7% | +190.7% | -197.4% | -17.1% |
| 10Y | +226.3% | +365.5% | -139.2% | +173.6% |
| All | +981.3% | +8,658.1% | -7,676.8% | +647.4% |
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