-32.3%
AMT vs UTHR
+139.1%
-171.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.2% |
| 7D | -0.2% | -2.9% | +2.7% | +0.1% |
| 30D | +1.8% | -7.6% | +9.4% | +2.5% |
| 3M | -6.2% | -8.6% | +2.4% | -5.5% |
| 6M | -5.0% | +4.1% | -9.1% | -5.5% |
| YTD | +2.1% | +2.2% | -0.1% | +1.5% |
| 1Y | -5.7% | +26.2% | -31.9% | -8.6% |
| 3Y | +7.9% | +121.2% | -113.3% | -8.6% |
| 5Y | -32.3% | +136.5% | -168.9% | -44.5% |
| All | -32.3% | +139.1% | -171.4% | -44.5% |
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