+569.3%
AMP vs UTHR
+313.7%
+255.6%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.1% | +1.1% |
| 7D | -0.5% | +1.9% | -2.5% | -1.1% |
| 30D | -1.3% | -2.9% | +1.5% | -0.7% |
| 3M | +24.2% | -8.9% | +33.0% | +27.0% |
| 6M | +24.6% | -8.7% | +33.3% | +27.0% |
| YTD | +14.8% | +2.0% | +12.8% | +12.7% |
| 1Y | +12.8% | +22.8% | -10.0% | +4.5% |
| 3Y | +69.0% | +120.6% | -51.7% | +23.0% |
| 5Y | +124.9% | +136.4% | -11.6% | +54.3% |
| All | +569.3% | +313.7% | +255.6% | +213.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling