+87.8%
AEP vs UTHR
+195.4%
-107.5%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.2% |
| 7D | +2.5% | +4.9% | -2.4% | +2.1% |
| 30D | +3.4% | +9.2% | -5.8% | +2.7% |
| 3M | +4.2% | +15.9% | -11.7% | +2.9% |
| 6M | -0.8% | +2.0% | -2.8% | -1.1% |
| YTD | +15.2% | +21.8% | -6.5% | +13.0% |
| 1Y | +8.3% | +28.6% | -20.2% | +5.7% |
| 3Y | +84.2% | +166.2% | -82.1% | +62.0% |
| 5Y | +87.8% | +191.8% | -104.0% | +63.2% |
| All | +87.8% | +195.4% | -107.5% | +63.2% |
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 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