+53.2%
ADP vs UTHR
+133.0%
-79.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.5% | -2.0% |
| 7D | -3.4% | -5.4% | +2.0% | -3.0% |
| 30D | +2.8% | -6.0% | +8.8% | +3.3% |
| 3M | +20.9% | -11.0% | +31.9% | +22.1% |
| 6M | +29.9% | -0.5% | +30.4% | +29.4% |
| YTD | +9.6% | +0.1% | +9.6% | +9.0% |
| 1Y | -5.3% | +28.2% | -33.4% | -8.4% |
| 3Y | +16.5% | +113.8% | -97.3% | +2.1% |
| All | +53.2% | +133.0% | -79.8% | +31.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling