+114.5%
ADI vs UTHR
+123.2%
-8.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.1% | -1.9% | +0.1% |
| 7D | +2.4% | -2.9% | +5.3% | +2.7% |
| 30D | -6.6% | -7.6% | +1.0% | -5.9% |
| 3M | -9.8% | -8.6% | -1.2% | -9.2% |
| 6M | +15.7% | +4.1% | +11.5% | +15.1% |
| YTD | +35.1% | +2.2% | +32.9% | +34.6% |
| 1Y | +47.7% | +26.2% | +21.5% | +44.3% |
| 3Y | +114.5% | +121.2% | -6.7% | +108.6% |
| All | +114.5% | +123.2% | -8.7% | +108.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling