+8,164.6%
AMD vs UTHR
+362.9%
+7,801.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | +1.2% | +6.1% | +7.0% |
| 7D | +13.1% | -2.1% | +15.2% | +14.1% |
| 30D | -7.0% | +8.3% | -15.2% | -8.4% |
| 3M | +16.6% | +15.5% | +1.0% | +12.6% |
| 6M | +20.5% | +4.5% | +16.0% | +18.9% |
| YTD | +158.2% | +22.2% | +135.9% | +143.8% |
| 1Y | +132.8% | +29.7% | +103.1% | +116.4% |
| 3Y | +366.2% | +167.3% | +198.9% | +238.8% |
| 5Y | +278.7% | +196.5% | +82.2% | +156.2% |
| 10Y | +8,164.6% | +369.0% | +7,795.6% | +4,142.8% |
| All | +8,164.6% | +362.9% | +7,801.6% | +4,142.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling