+49.1%
ADP vs UTHR
+179.7%
-130.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.2% |
| 7D | +3.2% | -6.1% | +9.4% | +3.8% |
| 30D | +14.9% | +3.1% | +11.8% | +14.6% |
| 3M | +11.6% | +5.5% | +6.2% | +11.0% |
| 6M | +48.5% | -5.8% | +54.3% | +49.1% |
| YTD | +20.6% | +15.3% | +5.2% | +18.4% |
| 1Y | +23.7% | +23.8% | -0.1% | +20.6% |
| 3Y | +47.8% | +146.3% | -98.5% | +27.6% |
| All | +49.1% | +179.7% | -130.6% | +24.4% |
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