-43.8%
ACHR vs UTHR
+140.7%
-184.5%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | +1.8% | -7.4% | -5.9% |
| 7D | -2.7% | +3.0% | -5.7% | -3.0% |
| 30D | -12.1% | -4.3% | -7.8% | -11.7% |
| 3M | +3.4% | -8.4% | +11.8% | +4.4% |
| 6M | -15.6% | -4.2% | -11.4% | -15.5% |
| YTD | -26.9% | +4.0% | -30.9% | -27.8% |
| 1Y | -34.8% | +25.5% | -60.3% | -37.3% |
| 3Y | -19.2% | +125.1% | -144.4% | -33.2% |
| 5Y | -43.8% | +140.3% | -184.1% | -54.6% |
| All | -43.8% | +140.7% | -184.5% | -54.6% |
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