+37.2%
AMGN vs UTHR
+25.4%
+11.8%
-16.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | 0.0% | -1.1% |
| 7D | -13.7% | +1.9% | -15.6% | -14.1% |
| 30D | -8.8% | -2.9% | -5.9% | -8.2% |
| 3M | +7.2% | -8.9% | +16.1% | +9.4% |
| 6M | +1.3% | -8.7% | +10.0% | +3.2% |
| YTD | +17.6% | +2.0% | +15.6% | +16.7% |
| 1Y | +37.2% | +22.8% | +14.4% | +28.5% |
| All | +37.2% | +25.4% | +11.8% | +28.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling