-10.6%
AFRM vs UTHR
+29.7%
-40.3%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.6% | -3.8% | 0.0% |
| 7D | -7.5% | -2.3% | -5.2% | -7.5% |
| 30D | -15.7% | +6.1% | -21.8% | -15.1% |
| 3M | -9.6% | +8.1% | -17.7% | -8.3% |
| 6M | +6.3% | +3.1% | +3.2% | +7.8% |
| YTD | -8.6% | +19.5% | -28.1% | -7.4% |
| All | -10.6% | +29.7% | -40.3% | -14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling