-99.8%
AMIX vs UTHR
+123.7%
-223.5%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.5% | -1.4% | -1.8% |
| 7D | -13.7% | -5.4% | -8.3% | -12.4% |
| 30D | -62.1% | -6.0% | -56.0% | -61.4% |
| 3M | -46.2% | -11.0% | -35.2% | -44.5% |
| 6M | -46.4% | -0.5% | -45.9% | -46.4% |
| YTD | -60.3% | +0.1% | -60.3% | -60.4% |
| 1Y | -79.7% | +28.2% | -107.8% | -80.9% |
| All | -99.8% | +123.7% | -223.5% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling