+1,288.1%
APD vs UTHR
+8,226.2%
-6,938.1%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.4% |
| 7D | -3.7% | -6.1% | +2.5% | -3.1% |
| 30D | +9.6% | +3.1% | +6.5% | +9.3% |
| 3M | +1.6% | +5.5% | -3.8% | +0.9% |
| 6M | +2.2% | -5.8% | +8.0% | +2.5% |
| YTD | +25.9% | +15.3% | +10.5% | +23.4% |
| 1Y | +20.1% | +23.8% | -3.7% | +17.0% |
| 3Y | +12.4% | +146.3% | -133.9% | +0.6% |
| 5Y | +11.1% | +177.8% | -166.7% | -2.4% |
| 10Y | +190.1% | +392.4% | -202.3% | +135.6% |
| All | +1,288.1% | +8,226.2% | -6,938.1% | +633.5% |
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