+19.3%
ACI vs UTHR
+309.3%
-290.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.4% |
| 7D | -5.0% | +3.0% | -8.1% | -5.1% |
| 30D | -2.3% | -4.3% | +2.0% | -2.3% |
| 3M | -23.2% | -8.4% | -14.8% | -23.1% |
| 6M | -29.5% | -4.2% | -25.3% | -29.5% |
| YTD | -28.6% | +4.0% | -32.6% | -28.6% |
| 1Y | -34.0% | +25.5% | -59.6% | -34.4% |
| 3Y | -45.0% | +125.1% | -170.1% | -46.4% |
| 5Y | -44.0% | +140.3% | -184.3% | -45.9% |
| All | +19.3% | +309.3% | -290.1% | +17.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling