+16.8%
AON vs UTHR
+190.6%
-173.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | +1.0% | +5.2% | -4.1% | +0.5% |
| 30D | +23.2% | +9.5% | +13.7% | +22.0% |
| 3M | -5.0% | +17.9% | -22.9% | -6.8% |
| 6M | +9.3% | +2.0% | +7.3% | +8.9% |
| YTD | -3.4% | +21.3% | -24.7% | -5.9% |
| 1Y | -2.9% | +27.9% | -30.8% | -6.0% |
| 3Y | +3.6% | +162.3% | -158.7% | -11.4% |
| All | +16.8% | +190.6% | -173.7% | -2.8% |
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