-99.9%
AMIX vs UTHR
+159.5%
-259.4%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -7.0% | +1.4% | -3.8% |
| 7D | -25.5% | -4.7% | -20.8% | -24.6% |
| 30D | -56.2% | +4.4% | -60.6% | -56.7% |
| 3M | -87.4% | +9.0% | -96.4% | -87.7% |
| 6M | -80.9% | -1.1% | -79.8% | -81.0% |
| YTD | -86.8% | +16.1% | -102.9% | -87.4% |
| 1Y | -91.3% | +26.4% | -117.8% | -91.9% |
| All | -99.9% | +159.5% | -259.4% | -99.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling