+62.6%
ADM vs UTHR
+139.1%
-76.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.3% |
| 7D | -0.1% | -2.9% | +2.8% | +0.2% |
| 30D | +11.0% | -7.6% | +18.6% | +11.7% |
| 3M | +6.0% | -8.6% | +14.6% | +6.7% |
| 6M | +26.9% | +4.1% | +22.8% | +25.9% |
| YTD | +50.0% | +2.2% | +47.8% | +48.9% |
| 1Y | +39.6% | +26.2% | +13.4% | +35.5% |
| 3Y | +18.5% | +121.2% | -102.7% | +4.1% |
| 5Y | +62.6% | +136.5% | -74.0% | +36.4% |
| All | +62.6% | +139.1% | -76.5% | +36.4% |
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