+1,055.9%
APH vs UTHR
+299.3%
+756.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.0% |
| 7D | +5.0% | -5.4% | +10.4% | +6.0% |
| 30D | -3.9% | -6.0% | +2.2% | -2.8% |
| 3M | +13.0% | -11.0% | +23.9% | +15.3% |
| 6M | +25.2% | -0.5% | +25.7% | +24.6% |
| YTD | +22.9% | +0.1% | +22.9% | +22.0% |
| 1Y | +47.8% | +28.2% | +19.7% | +39.6% |
| 3Y | +283.0% | +113.8% | +169.2% | +216.1% |
| 5Y | +349.7% | +131.3% | +218.3% | +256.5% |
| All | +1,055.9% | +299.3% | +756.6% | +639.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling