+5,098.0%
AMD vs UTHR
+7,123.9%
-2,025.8%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | -0.5% | +5.2% | +4.8% |
| 7D | +2.6% | -5.4% | +8.0% | +3.8% |
| 30D | -0.9% | -6.0% | +5.1% | +0.3% |
| 3M | -8.7% | -11.0% | +2.2% | -6.7% |
| 6M | +136.3% | -0.5% | +136.9% | +135.3% |
| YTD | +123.0% | +0.1% | +122.9% | +120.9% |
| 1Y | +195.2% | +28.2% | +167.0% | +175.7% |
| 3Y | +336.3% | +113.8% | +222.5% | +251.5% |
| 5Y | +334.5% | +131.3% | +203.2% | +237.7% |
| 10Y | +6,259.1% | +296.7% | +5,962.4% | +4,110.9% |
| All | +5,098.0% | +7,123.9% | -2,025.8% | +1,788.2% |
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