+11.3%
APH vs UTHR
+32.3%
-21.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.9% |
| 7D | +0.4% | -2.1% | +2.5% | +0.5% |
| 30D | -8.0% | +8.3% | -16.3% | -8.4% |
| 3M | -5.0% | +15.5% | -20.6% | -5.8% |
| 6M | +29.9% | +4.5% | +25.4% | +30.1% |
| YTD | +18.0% | +22.2% | -4.3% | +16.0% |
| 1Y | +11.3% | +29.7% | -18.4% | +11.1% |
| All | +11.3% | +32.3% | -21.0% | +11.1% |
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