+106.0%
ADM vs UTHR
+349.3%
-243.4%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.1% | -1.8% | -0.9% |
| 7D | -1.8% | -2.1% | +0.3% | -1.6% |
| 30D | -13.3% | +7.2% | -20.4% | -14.3% |
| 3M | -13.4% | +11.1% | -24.5% | -15.1% |
| 6M | -9.6% | +4.2% | -13.8% | -10.6% |
| YTD | +23.0% | +20.8% | +2.2% | +18.1% |
| 1Y | +27.4% | +29.7% | -2.3% | +20.7% |
| 3Y | +5.7% | +164.1% | -158.5% | -15.2% |
| 5Y | +22.1% | +190.7% | -168.6% | -5.9% |
| 10Y | +106.0% | +355.4% | -249.4% | +25.8% |
| All | +106.0% | +349.3% | -243.4% | +25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling