+846.7%
AEP vs UTHR
+7,277.3%
-6,430.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | +0.6% |
| 7D | +2.0% | -2.9% | +4.9% | +2.2% |
| 30D | +0.5% | -7.6% | +8.1% | +1.0% |
| 3M | -0.3% | -8.6% | +8.3% | +0.2% |
| 6M | -3.5% | +4.1% | -7.6% | -3.8% |
| YTD | +11.3% | +2.2% | +9.1% | +10.9% |
| 1Y | +20.2% | +26.2% | -6.0% | +18.3% |
| 3Y | +79.8% | +121.2% | -41.4% | +69.9% |
| 5Y | +65.6% | +136.5% | -71.0% | +55.3% |
| 10Y | +169.3% | +300.1% | -130.8% | +141.5% |
| All | +846.7% | +7,277.3% | -6,430.6% | +563.1% |
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