+26.3%
ACI vs UTHR
+293.8%
-267.5%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | +0.2% | -5.4% | +5.6% | +0.2% |
| 30D | +5.9% | -6.0% | +12.0% | +5.9% |
| 3M | -19.8% | -11.0% | -8.8% | -19.7% |
| 6M | -24.7% | -0.5% | -24.2% | -24.8% |
| YTD | -24.4% | +0.1% | -24.5% | -24.4% |
| 1Y | -31.5% | +28.2% | -59.7% | -31.9% |
| 3Y | -38.7% | +113.8% | -152.5% | -40.2% |
| 5Y | -42.8% | +131.3% | -174.1% | -44.7% |
| All | +26.3% | +293.8% | -267.5% | +24.2% |
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