+79.6%
AMZN vs UTHR
+121.3%
-41.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.7% |
| 7D | +0.8% | -2.9% | +3.7% | +0.9% |
| 30D | -6.4% | -7.6% | +1.2% | -6.2% |
| 3M | +4.8% | -8.6% | +13.4% | +5.1% |
| 6M | +20.5% | +4.1% | +16.4% | +20.3% |
| YTD | +11.3% | +2.2% | +9.1% | +11.2% |
| 1Y | +9.0% | +26.2% | -17.2% | +7.8% |
| All | +79.6% | +121.3% | -41.8% | +81.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling