-91.6%
AMIX vs UTHR
+40.6%
-132.2%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -3.4% |
| 7D | -25.1% | +3.8% | -28.9% | -26.1% |
| 30D | -54.5% | +13.4% | -68.0% | -56.7% |
| 3M | -91.7% | +17.3% | -109.1% | -92.2% |
| 6M | -79.4% | +4.7% | -84.1% | -80.3% |
| YTD | -86.1% | +24.9% | -110.9% | -87.4% |
| 1Y | -91.6% | +39.1% | -130.7% | -93.7% |
| All | -91.6% | +40.6% | -132.2% | -93.7% |
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