+1,012.6%
AON vs UTHR
+7,277.3%
-6,264.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.1% | -4.4% | -2.4% |
| 7D | -3.2% | -2.9% | -0.3% | -3.0% |
| 30D | -11.9% | -7.6% | -4.3% | -11.3% |
| 3M | -2.9% | -8.6% | +5.7% | -2.2% |
| 6M | -6.8% | +4.1% | -11.0% | -7.3% |
| YTD | -10.1% | +2.2% | -12.3% | -10.5% |
| 1Y | -14.2% | +26.2% | -40.4% | -16.2% |
| 3Y | -3.3% | +121.2% | -124.5% | -10.8% |
| 5Y | +13.6% | +136.5% | -122.9% | +3.6% |
| 10Y | +209.2% | +300.1% | -90.9% | +165.0% |
| All | +1,012.6% | +7,277.3% | -6,264.7% | +733.3% |
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