+47.8%
ADP vs UTHR
+150.6%
-102.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.2% |
| 7D | +3.2% | -6.1% | +9.4% | +3.5% |
| 30D | +14.9% | +3.1% | +11.8% | +14.8% |
| 3M | +11.6% | +5.5% | +6.2% | +11.4% |
| 6M | +48.5% | -5.8% | +54.3% | +48.8% |
| YTD | +20.6% | +15.3% | +5.2% | +19.5% |
| 1Y | +23.7% | +23.8% | -0.1% | +22.2% |
| 3Y | +47.8% | +146.3% | -98.5% | +39.7% |
| All | +47.8% | +150.6% | -102.8% | +39.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling