+47.1%
ADP vs UTHR
+166.1%
-119.0%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.7% |
| 7D | +2.2% | +5.2% | -3.0% | +2.0% |
| 30D | +10.6% | +9.5% | +1.1% | +10.2% |
| 3M | +12.9% | +17.9% | -5.0% | +12.2% |
| 6M | +50.6% | +2.0% | +48.6% | +50.6% |
| YTD | +23.2% | +21.3% | +1.9% | +21.8% |
| 1Y | +25.3% | +27.9% | -2.6% | +23.6% |
| 3Y | +47.1% | +162.3% | -115.2% | +34.2% |
| All | +47.1% | +166.1% | -119.0% | +34.2% |
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 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