+2,368.0%
ACN vs UTHR
+9,204.5%
-6,836.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.6% | -6.0% | -2.9% |
| 7D | -2.5% | -2.3% | -0.2% | -2.3% |
| 30D | +22.6% | +6.1% | +16.6% | +21.6% |
| 3M | +45.9% | +8.1% | +37.8% | +44.2% |
| 6M | +43.8% | +3.1% | +40.7% | +43.1% |
| YTD | -2.5% | +19.5% | -22.0% | -5.6% |
| 1Y | +6.5% | +29.7% | -23.3% | +1.9% |
| 3Y | -14.2% | +162.7% | -176.9% | -27.6% |
| 5Y | -24.4% | +192.8% | -217.2% | -38.0% |
| 10Y | +156.3% | +348.1% | -191.8% | +90.8% |
| All | +2,368.0% | +9,204.5% | -6,836.4% | +1,130.3% |
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 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