+90.9%
AMKR vs UTHR
+138.8%
-47.9%
-65.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -3.0% | -3.5% |
| 7D | +5.5% | +2.8% | +2.7% | +5.1% |
| 30D | -8.6% | -2.3% | -6.4% | -8.3% |
| 3M | -28.7% | -7.4% | -21.3% | -28.0% |
| 6M | +13.3% | -6.0% | +19.2% | +13.9% |
| YTD | +26.1% | +3.4% | +22.7% | +24.7% |
| 1Y | +101.2% | +27.1% | +74.1% | +92.4% |
| 3Y | +127.7% | +123.8% | +3.9% | +92.3% |
| 5Y | +90.9% | +139.6% | -48.8% | +59.6% |
| All | +90.9% | +138.8% | -47.9% | +59.6% |
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