+276.0%
APH vs UTHR
+168.1%
+107.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.9% |
| 7D | +0.4% | -2.1% | +2.5% | +0.6% |
| 30D | -8.0% | +8.3% | -16.3% | -8.7% |
| 3M | -5.0% | +15.5% | -20.6% | -6.4% |
| 6M | +29.9% | +4.5% | +25.4% | +29.3% |
| YTD | +18.0% | +22.2% | -4.3% | +15.2% |
| 1Y | +11.3% | +29.7% | -18.4% | +8.0% |
| All | +276.0% | +168.1% | +107.8% | +247.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling