+344.9%
AHR vs UTHR
+136.7%
+208.2%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.6% |
| 7D | -4.3% | +3.0% | -7.3% | -4.4% |
| 30D | -3.1% | -4.3% | +1.2% | -2.9% |
| 3M | +15.7% | -8.4% | +24.0% | +16.0% |
| 6M | +4.1% | -4.2% | +8.3% | +4.3% |
| YTD | +15.4% | +4.0% | +11.4% | +15.5% |
| 1Y | +28.0% | +25.5% | +2.4% | +28.0% |
| All | +344.9% | +136.7% | +208.2% | +326.8% |
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