+237.1%
AEIS vs UTHR
+140.7%
+96.4%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.4% |
| 7D | +6.5% | +3.0% | +3.5% | +6.0% |
| 30D | -9.2% | -4.3% | -4.9% | -8.6% |
| 3M | -8.3% | -8.4% | 0.0% | -7.3% |
| 6M | -6.3% | -4.2% | -2.1% | -6.0% |
| YTD | +36.5% | +4.0% | +32.5% | +34.9% |
| 1Y | +84.8% | +25.5% | +59.3% | +77.0% |
| 3Y | +176.6% | +125.1% | +51.5% | +131.7% |
| 5Y | +237.1% | +140.3% | +96.8% | +164.6% |
| All | +237.1% | +140.7% | +96.4% | +164.6% |
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