-91.1%
AMIX vs UTHR
+29.3%
-120.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.2% |
| 7D | -9.9% | +5.2% | -15.1% | -11.6% |
| 30D | -52.8% | +9.5% | -62.2% | -54.5% |
| 3M | -80.0% | +17.9% | -98.0% | -81.3% |
| 6M | -80.2% | +2.0% | -82.2% | -80.9% |
| YTD | -88.1% | +21.3% | -109.5% | -89.2% |
| 1Y | -91.1% | +27.9% | -118.9% | -92.2% |
| All | -91.1% | +29.3% | -120.4% | -92.2% |
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