-99.2%
AMC vs UTHR
+190.6%
-289.8%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.6% |
| 7D | +3.5% | +5.2% | -1.7% | +2.8% |
| 30D | +12.5% | +9.5% | +3.0% | +11.4% |
| 3M | +23.6% | +17.9% | +5.6% | +21.0% |
| 6M | +144.4% | +2.0% | +142.4% | +143.6% |
| YTD | +108.3% | +21.3% | +87.0% | +100.8% |
| 1Y | +38.9% | +27.9% | +11.0% | +32.4% |
| 3Y | -58.9% | +162.3% | -221.2% | -68.1% |
| All | -99.2% | +190.6% | -289.8% | -99.4% |
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