+9,344.5%
AMZN vs UTHR
+8,658.1%
+686.4%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.2% |
| 7D | +2.8% | +5.2% | -2.3% | +2.0% |
| 30D | +5.0% | +9.5% | -4.5% | +3.4% |
| 3M | +0.6% | +17.9% | -17.4% | -2.4% |
| 6M | -1.3% | +2.0% | -3.3% | -2.0% |
| YTD | +15.5% | +21.3% | -5.8% | +10.8% |
| 1Y | +12.2% | +27.9% | -15.6% | +6.7% |
| 3Y | +87.0% | +162.3% | -75.3% | +53.1% |
| 5Y | +51.3% | +190.7% | -139.5% | +20.0% |
| 10Y | +621.7% | +365.5% | +256.2% | +403.9% |
| All | +9,344.5% | +8,658.1% | +686.4% | +2,112.0% |
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