+8,275.5%
AME vs UTHR
+7,123.9%
+1,151.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +2.0% | +1.6% |
| 7D | +0.6% | -5.4% | +6.0% | +1.3% |
| 30D | -6.7% | -6.0% | -0.6% | -6.0% |
| 3M | +4.1% | -11.0% | +15.0% | +5.5% |
| 6M | +1.6% | -0.5% | +2.1% | +1.3% |
| YTD | +16.1% | +0.1% | +16.1% | +15.5% |
| 1Y | +27.3% | +28.2% | -0.8% | +22.5% |
| 3Y | +50.9% | +113.8% | -63.0% | +33.6% |
| 5Y | +81.4% | +131.3% | -49.9% | +57.5% |
| 10Y | +417.0% | +296.7% | +120.2% | +308.5% |
| All | +8,275.5% | +7,123.9% | +1,151.7% | +5,116.1% |
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