+151.3%
ADI vs UTHR
+167.1%
-15.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +13.4% | +4.9% | +8.5% | +12.8% |
| 30D | -1.3% | +9.2% | -10.5% | -1.9% |
| 3M | +6.8% | +15.9% | -9.2% | +5.4% |
| 6M | -1.9% | +2.0% | -3.9% | -2.0% |
| YTD | +52.3% | +21.8% | +30.5% | +49.4% |
| 1Y | +71.6% | +28.6% | +43.1% | +67.5% |
| All | +151.3% | +167.1% | -15.8% | +132.6% |
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