-5.6%
AON vs UTHR
+124.0%
-129.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.1% |
| 7D | -5.9% | +2.8% | -8.7% | -6.1% |
| 30D | -13.7% | -2.3% | -11.4% | -13.5% |
| 3M | -8.3% | -7.4% | -0.9% | -7.7% |
| 6M | -3.6% | -6.0% | +2.3% | -3.3% |
| YTD | -12.4% | +3.4% | -15.8% | -12.9% |
| 1Y | -14.6% | +27.1% | -41.7% | -17.0% |
| All | -5.6% | +124.0% | -129.6% | -16.9% |
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