+30,951.3%
APH vs UTHR
+8,620.1%
+22,331.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.1% |
| 7D | -5.0% | -2.1% | -2.9% | -4.6% |
| 30D | -8.4% | +7.2% | -15.5% | -9.5% |
| 3M | -4.5% | +11.1% | -15.6% | -6.5% |
| 6M | +25.3% | +4.2% | +21.1% | +23.9% |
| YTD | +18.9% | +20.8% | -1.9% | +14.0% |
| 1Y | +11.9% | +29.7% | -17.7% | +5.9% |
| 3Y | +278.0% | +164.1% | +113.8% | +207.1% |
| 5Y | +306.4% | +190.7% | +115.8% | +219.7% |
| 10Y | +955.2% | +355.4% | +599.8% | +635.2% |
| All | +30,951.3% | +8,620.1% | +22,331.2% | +12,095.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling