+906.2%
ADM vs UTHR
+8,724.6%
-7,818.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.2% | +1.1% | +2.2% |
| 7D | +0.1% | -2.1% | +2.2% | +0.3% |
| 30D | -11.8% | +8.3% | -20.1% | -12.4% |
| 3M | -11.3% | +15.5% | -26.8% | -12.5% |
| 6M | -10.0% | +4.5% | -14.5% | -10.6% |
| YTD | +25.9% | +22.2% | +3.7% | +23.1% |
| 1Y | +26.7% | +29.7% | -3.1% | +23.2% |
| 3Y | +8.1% | +167.3% | -159.2% | -2.4% |
| 5Y | +23.5% | +196.5% | -173.0% | +9.8% |
| 10Y | +128.2% | +369.0% | -240.8% | +91.8% |
| All | +906.2% | +8,724.6% | -7,818.4% | +727.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling