+4,787.5%
AMD vs UTHR
+8,226.2%
-3,438.7%
-96.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -0.7% | +11.7% | +11.2% |
| 7D | -11.0% | -6.1% | -4.9% | -9.6% |
| 30D | -30.5% | +3.1% | -33.6% | -30.8% |
| 3M | -8.2% | +5.5% | -13.7% | -9.5% |
| 6M | +6.6% | -5.8% | +12.4% | +7.4% |
| YTD | +109.7% | +15.3% | +94.3% | +101.1% |
| 1Y | +88.9% | +23.8% | +65.1% | +78.3% |
| 3Y | +301.8% | +146.3% | +155.5% | +213.9% |
| 5Y | +229.4% | +177.8% | +51.5% | +145.7% |
| 10Y | +6,745.1% | +392.4% | +6,352.7% | +4,228.1% |
| All | +4,787.5% | +8,226.2% | -3,438.7% | +1,618.9% |
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