+9,055.9%
AMZN vs UTHR
+7,123.9%
+1,932.0%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.4% | -0.1% |
| 7D | -3.0% | -5.4% | +2.4% | -2.1% |
| 30D | -5.2% | -6.0% | +0.9% | -4.3% |
| 3M | +1.9% | -11.0% | +12.8% | +3.7% |
| 6M | +19.2% | -0.5% | +19.8% | +18.8% |
| YTD | +12.0% | +0.1% | +11.9% | +11.2% |
| 1Y | +9.7% | +28.2% | -18.5% | +4.1% |
| 3Y | +87.2% | +113.8% | -26.7% | +58.8% |
| 5Y | +48.7% | +131.3% | -82.7% | +22.6% |
| 10Y | +569.3% | +296.7% | +272.6% | +379.9% |
| All | +9,055.9% | +7,123.9% | +1,932.0% | +2,119.0% |
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