+282.2%
APH vs UTHR
+179.7%
+102.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.2% |
| 7D | -5.9% | -6.1% | +0.2% | -5.2% |
| 30D | -14.8% | +3.1% | -17.9% | -15.0% |
| 3M | -12.4% | +5.5% | -17.9% | -13.0% |
| 6M | +8.1% | -5.8% | +13.9% | +8.7% |
| YTD | +10.9% | +15.3% | -4.4% | +8.7% |
| 1Y | +8.8% | +23.8% | -15.0% | +5.6% |
| 3Y | +262.1% | +146.3% | +115.8% | +219.1% |
| All | +282.2% | +179.7% | +102.5% | +225.4% |
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