+1,100.5%
ADM vs UTHR
+7,123.9%
-6,023.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.8% | +0.3% |
| 7D | +3.8% | -5.4% | +9.2% | +4.2% |
| 30D | +9.8% | -6.0% | +15.8% | +10.3% |
| 3M | +2.1% | -11.0% | +13.1% | +3.1% |
| 6M | +27.5% | -0.5% | +28.0% | +27.2% |
| YTD | +50.2% | +0.1% | +50.1% | +49.6% |
| 1Y | +40.6% | +28.2% | +12.4% | +37.0% |
| 3Y | +17.2% | +113.8% | -96.6% | +8.0% |
| 5Y | +61.9% | +131.3% | -69.4% | +47.2% |
| 10Y | +159.3% | +296.7% | -137.4% | +121.3% |
| All | +1,100.5% | +7,123.9% | -6,023.4% | +905.2% |
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