+114.2%
APA vs UTHR
+28.4%
+85.8%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +3.1% |
| 7D | +0.3% | +3.0% | -2.7% | +0.5% |
| 30D | +9.3% | -4.3% | +13.6% | +8.8% |
| 3M | +23.3% | -8.4% | +31.7% | +22.2% |
| 6M | +39.5% | -4.2% | +43.7% | +39.3% |
| YTD | +87.6% | +4.0% | +83.6% | +87.9% |
| 1Y | +114.2% | +25.5% | +88.7% | +117.6% |
| All | +114.2% | +28.4% | +85.8% | +117.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling