+5,453.2%
AGI vs UTHR
+5,379.1%
+74.0%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.8% | -0.5% | +1.2% |
| 7D | +2.2% | +3.0% | -0.8% | +2.0% |
| 30D | +11.3% | -4.3% | +15.6% | +11.6% |
| 3M | +5.6% | -8.4% | +14.0% | +6.4% |
| 6M | -27.7% | -4.2% | -23.4% | -27.5% |
| YTD | -4.1% | +4.0% | -8.1% | -4.7% |
| 1Y | +13.8% | +25.5% | -11.7% | +11.3% |
| 3Y | +217.0% | +125.1% | +91.9% | +193.5% |
| 5Y | +404.3% | +140.3% | +264.0% | +361.8% |
| 10Y | +400.5% | +322.5% | +78.0% | +332.2% |
| All | +5,453.2% | +5,379.1% | +74.0% | +3,672.5% |
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