+44.9%
AMZN vs UTHR
+140.7%
-95.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.8% | -3.6% | -1.9% |
| 7D | -1.0% | +3.0% | -4.0% | -1.2% |
| 30D | -9.2% | -4.3% | -4.9% | -9.0% |
| 3M | +3.4% | -8.4% | +11.7% | +3.9% |
| 6M | +18.2% | -4.2% | +22.4% | +18.4% |
| YTD | +9.3% | +4.0% | +5.3% | +8.8% |
| 1Y | +5.9% | +25.5% | -19.6% | +3.7% |
| 3Y | +82.6% | +125.1% | -42.5% | +66.6% |
| 5Y | +44.9% | +140.3% | -95.4% | +31.3% |
| All | +44.9% | +140.7% | -95.9% | +31.3% |
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