-42.4%
ACI vs UTHR
+139.1%
-181.4%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +2.1% | -5.4% | -3.3% |
| 7D | -2.6% | -2.9% | +0.3% | -2.5% |
| 30D | +1.1% | -7.6% | +8.7% | +1.3% |
| 3M | -23.6% | -8.6% | -15.1% | -23.4% |
| 6M | -29.9% | +4.1% | -34.1% | -30.2% |
| YTD | -26.9% | +2.2% | -29.1% | -27.1% |
| 1Y | -34.2% | +26.2% | -60.4% | -35.4% |
| 3Y | -43.6% | +121.2% | -164.8% | -48.6% |
| 5Y | -42.4% | +136.5% | -178.9% | -53.3% |
| All | -42.4% | +139.1% | -181.4% | -53.3% |
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 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