+4,301.6%
AMD vs UTHR
+8,281.0%
-3,979.4%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.3% | -7.0% | -10.2% | -15.7% |
| 7D | -28.6% | -4.7% | -23.9% | -27.7% |
| 30D | -37.7% | +4.4% | -42.2% | -38.2% |
| 3M | -16.1% | +9.0% | -25.1% | -17.9% |
| 6M | +13.8% | -1.1% | +15.0% | +13.7% |
| YTD | +88.8% | +16.1% | +72.7% | +80.9% |
| 1Y | +57.8% | +26.4% | +31.3% | +48.2% |
| 3Y | +260.3% | +152.1% | +108.2% | +180.0% |
| 5Y | +196.6% | +179.6% | +17.0% | +121.0% |
| 10Y | +6,064.6% | +395.6% | +5,669.0% | +3,792.9% |
| All | +4,301.6% | +8,281.0% | -3,979.4% | +1,446.0% |
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