+32.6%
ACI vs UTHR
+381.1%
-348.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.2% | -2.6% | -1.4% |
| 7D | -5.3% | -2.1% | -3.2% | -5.3% |
| 30D | +5.0% | +8.3% | -3.2% | +5.0% |
| 3M | +7.5% | +15.5% | -8.0% | +7.5% |
| 6M | -16.0% | +4.5% | -20.5% | -16.0% |
| YTD | -20.6% | +22.2% | -42.9% | -20.7% |
| 1Y | -23.5% | +29.7% | -53.3% | -23.7% |
| 3Y | -32.1% | +167.3% | -199.4% | -33.9% |
| 5Y | -42.5% | +196.5% | -239.0% | -44.1% |
| All | +32.6% | +381.1% | -348.5% | +30.3% |
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