+799.4%
AEE vs UTHR
+7,123.9%
-6,324.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.1% |
| 7D | +0.3% | -5.4% | +5.7% | +0.7% |
| 30D | -2.3% | -6.0% | +3.8% | -1.9% |
| 3M | +0.2% | -11.0% | +11.2% | +0.9% |
| 6M | -4.7% | -0.5% | -4.2% | -4.9% |
| YTD | +8.1% | +0.1% | +8.0% | +7.8% |
| 1Y | +8.5% | +28.2% | -19.6% | +6.6% |
| 3Y | +48.9% | +113.8% | -64.9% | +40.4% |
| 5Y | +39.9% | +131.3% | -91.4% | +30.8% |
| 10Y | +186.5% | +296.7% | -110.2% | +155.0% |
| All | +799.4% | +7,123.9% | -6,324.5% | +554.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling