-61.5%
ADBE vs UTHR
+140.7%
-202.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.1% |
| 7D | -8.9% | +3.0% | -11.9% | -9.1% |
| 30D | -6.6% | -4.3% | -2.3% | -6.3% |
| 3M | +7.1% | -8.4% | +15.5% | +7.9% |
| 6M | -9.8% | -4.2% | -5.5% | -9.7% |
| YTD | -27.2% | +4.0% | -31.2% | -27.8% |
| 1Y | -28.0% | +25.5% | -53.5% | -30.1% |
| 3Y | -54.5% | +125.1% | -179.6% | -60.3% |
| 5Y | -61.5% | +140.3% | -201.8% | -66.8% |
| All | -61.5% | +140.7% | -202.2% | -66.8% |
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