+76.6%
AME vs UTHR
+196.1%
-119.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.0% | -0.1% |
| 7D | -4.1% | -2.1% | -2.0% | -3.9% |
| 30D | -4.1% | +7.2% | -11.3% | -4.7% |
| 3M | -5.6% | +11.1% | -16.8% | -6.6% |
| 6M | +2.8% | +4.2% | -1.3% | +2.4% |
| YTD | +16.6% | +20.8% | -4.2% | +14.2% |
| 1Y | +21.1% | +29.7% | -8.6% | +17.7% |
| 3Y | +61.1% | +164.1% | -103.1% | +41.8% |
| 5Y | +76.6% | +190.7% | -114.1% | +51.0% |
| All | +76.6% | +196.1% | -119.5% | +51.0% |
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 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