+285.2%
APH vs UTHR
+190.6%
+94.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.4% | -1.7% |
| 7D | +4.9% | +5.2% | -0.3% | +4.3% |
| 30D | -5.4% | +9.5% | -14.9% | -6.3% |
| 3M | -5.5% | +17.9% | -23.4% | -7.3% |
| 6M | +25.9% | +2.0% | +23.9% | +25.5% |
| YTD | +16.4% | +21.3% | -5.0% | +13.3% |
| 1Y | +16.5% | +27.9% | -11.4% | +12.7% |
| 3Y | +270.9% | +162.3% | +108.5% | +224.3% |
| All | +285.2% | +190.6% | +94.6% | +223.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling