+843.2%
AMT vs UTHR
+7,123.9%
-6,280.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.5% | -1.0% |
| 7D | -0.2% | -5.4% | +5.2% | +0.7% |
| 30D | +4.6% | -6.0% | +10.7% | +5.7% |
| 3M | -8.4% | -11.0% | +2.5% | -6.7% |
| 6M | -6.0% | -0.5% | -5.5% | -6.4% |
| YTD | +2.1% | +0.1% | +2.1% | +1.2% |
| 1Y | -6.4% | +28.2% | -34.5% | -11.4% |
| 3Y | +8.1% | +113.8% | -105.8% | -9.4% |
| 5Y | -31.9% | +131.3% | -163.2% | -44.4% |
| 10Y | +97.1% | +296.7% | -199.6% | +38.4% |
| All | +843.2% | +7,123.9% | -6,280.7% | +188.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling