+25.1%
ADM vs UTHR
+180.2%
-155.1%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.7% |
| 7D | -9.0% | -6.1% | -2.9% | -8.6% |
| 30D | -14.0% | +3.1% | -17.1% | -14.2% |
| 3M | -9.2% | +5.5% | -14.6% | -9.7% |
| 6M | -9.2% | -5.8% | -3.3% | -8.8% |
| YTD | +24.2% | +15.3% | +8.9% | +22.0% |
| 1Y | +27.0% | +23.8% | +3.2% | +23.8% |
| 3Y | +6.6% | +146.3% | -139.7% | -6.8% |
| All | +25.1% | +180.2% | -155.1% | +3.8% |
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 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