+197.7%
AON vs UTHR
+313.7%
-116.1%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.3% | -0.3% | -1.5% |
| 7D | -6.3% | +1.9% | -8.3% | -6.6% |
| 30D | -14.1% | -2.9% | -11.2% | -13.8% |
| 3M | -9.5% | -8.9% | -0.6% | -8.4% |
| 6M | -4.0% | -8.7% | +4.7% | -3.1% |
| YTD | -13.8% | +2.0% | -15.8% | -14.5% |
| 1Y | -18.3% | +22.8% | -41.1% | -21.2% |
| 3Y | -7.2% | +120.6% | -127.8% | -20.0% |
| 5Y | +7.3% | +136.4% | -129.1% | -9.7% |
| All | +197.7% | +313.7% | -116.1% | +114.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling