+140.8%
ADI vs UTHR
+195.4%
-54.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.1% |
| 7D | +13.4% | +4.9% | +8.5% | +12.7% |
| 30D | -1.3% | +9.2% | -10.5% | -2.2% |
| 3M | +6.8% | +15.9% | -9.2% | +4.9% |
| 6M | -1.9% | +2.0% | -3.9% | -2.2% |
| YTD | +52.3% | +21.8% | +30.5% | +48.3% |
| 1Y | +71.6% | +28.6% | +43.1% | +66.0% |
| 3Y | +148.9% | +166.2% | -17.4% | +113.9% |
| 5Y | +140.8% | +191.8% | -51.0% | +99.1% |
| All | +140.8% | +195.4% | -54.6% | +99.1% |
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