+1,095.0%
AON vs UTHR
+8,658.1%
-7,563.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.8% | +1.5% |
| 7D | +1.0% | +5.2% | -4.1% | +0.6% |
| 30D | +23.2% | +9.5% | +13.7% | +22.2% |
| 3M | -5.0% | +17.9% | -22.9% | -6.5% |
| 6M | +9.3% | +2.0% | +7.3% | +9.0% |
| YTD | -3.4% | +21.3% | -24.7% | -5.4% |
| 1Y | -2.9% | +27.9% | -30.8% | -5.3% |
| 3Y | +3.6% | +162.3% | -158.7% | -5.8% |
| 5Y | +16.9% | +190.7% | -173.9% | +4.7% |
| 10Y | +234.4% | +365.5% | -131.1% | +182.8% |
| All | +1,095.0% | +8,658.1% | -7,563.1% | +781.3% |
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