+27.5%
ADM vs UTHR
+29.3%
-1.8%
-21.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +2.7% |
| 7D | +4.2% | +5.2% | -1.0% | +4.3% |
| 30D | -12.8% | +9.5% | -22.3% | -12.6% |
| 3M | -8.5% | +17.9% | -26.4% | -8.3% |
| 6M | -10.9% | +2.0% | -12.9% | -10.6% |
| YTD | +29.4% | +21.3% | +8.1% | +28.0% |
| 1Y | +27.5% | +27.9% | -0.3% | +21.7% |
| All | +27.5% | +29.3% | -1.8% | +21.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling