+313.7%
ADP vs UTHR
+363.8%
-50.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.6% | -4.1% | -1.0% |
| 7D | +1.1% | -2.3% | +3.4% | +1.4% |
| 30D | +11.5% | +6.1% | +5.4% | +10.5% |
| 3M | +12.0% | +8.1% | +3.9% | +10.4% |
| 6M | +43.8% | +3.1% | +40.7% | +42.6% |
| YTD | +20.1% | +19.5% | +0.5% | +15.7% |
| 1Y | +22.3% | +29.7% | -7.5% | +16.2% |
| 3Y | +43.3% | +162.7% | -119.4% | +15.6% |
| 5Y | +47.3% | +192.8% | -145.5% | +14.2% |
| 10Y | +313.7% | +348.1% | -34.4% | +167.3% |
| All | +313.7% | +363.8% | -50.1% | +167.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling