+309.1%
APA vs UTHR
+8,620.1%
-8,311.0%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +1.1% | +0.2% | +1.1% |
| 7D | -5.5% | -2.1% | -3.4% | -5.3% |
| 30D | -1.2% | +7.2% | -8.3% | -2.3% |
| 3M | +10.6% | +11.1% | -0.6% | +8.4% |
| 6M | +28.4% | +4.2% | +24.2% | +27.0% |
| YTD | +89.7% | +20.8% | +68.9% | +81.9% |
| 1Y | +90.6% | +29.7% | +60.9% | +80.6% |
| 3Y | +36.9% | +164.1% | -127.2% | +13.1% |
| 5Y | +83.2% | +190.7% | -107.4% | +47.7% |
| 10Y | -0.1% | +355.4% | -355.5% | -25.6% |
| All | +309.1% | +8,620.1% | -8,311.0% | +120.4% |
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