+66.9%
AMAT vs UTHR
+29.3%
+37.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.4% | -2.7% |
| 7D | +11.4% | +5.2% | +6.2% | +10.4% |
| 30D | -17.0% | +9.5% | -26.5% | -17.6% |
| 3M | -30.6% | +17.9% | -48.5% | -31.7% |
| 6M | -14.9% | +2.0% | -17.0% | -14.3% |
| YTD | +44.7% | +21.3% | +23.4% | +41.3% |
| 1Y | +66.9% | +27.9% | +39.0% | +60.5% |
| All | +66.9% | +29.3% | +37.6% | +60.5% |
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 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