-42.7%
ACHR vs UTHR
+227.1%
-269.8%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.3% | -0.8% |
| 7D | -0.7% | -5.4% | +4.7% | +0.1% |
| 30D | +9.8% | -6.0% | +15.9% | +10.6% |
| 3M | -10.5% | -11.0% | +0.5% | -9.2% |
| 6M | -15.5% | -0.5% | -15.0% | -16.0% |
| YTD | -24.1% | +0.1% | -24.1% | -24.7% |
| 1Y | -32.4% | +28.2% | -60.6% | -35.4% |
| 3Y | -11.6% | +113.8% | -125.4% | -26.3% |
| 5Y | -42.9% | +131.3% | -174.2% | -53.9% |
| All | -42.7% | +227.1% | -269.8% | -56.0% |
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