-4.3%
AKAM vs UTHR
+138.8%
-143.0%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.6% | -2.7% | -3.2% |
| 7D | +0.6% | +2.8% | -2.2% | +0.4% |
| 30D | -8.2% | -2.3% | -5.9% | -8.0% |
| 3M | -17.6% | -7.4% | -10.2% | -17.2% |
| 6M | +2.5% | -6.0% | +8.5% | +2.8% |
| YTD | +22.8% | +3.4% | +19.4% | +22.0% |
| 1Y | +39.6% | +27.1% | +12.5% | +36.2% |
| 3Y | +2.3% | +123.8% | -121.5% | -6.4% |
| 5Y | -4.3% | +139.6% | -143.9% | -12.4% |
| All | -4.3% | +138.8% | -143.0% | -12.4% |
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 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