+28,869.6%
APH vs UTHR
+8,226.2%
+20,643.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.2% |
| 7D | -5.9% | -6.1% | +0.2% | -4.8% |
| 30D | -14.8% | +3.1% | -17.9% | -15.3% |
| 3M | -12.4% | +5.5% | -17.9% | -13.5% |
| 6M | +8.1% | -5.8% | +13.9% | +8.8% |
| YTD | +10.9% | +15.3% | -4.4% | +7.2% |
| 1Y | +8.8% | +23.8% | -15.0% | +3.7% |
| 3Y | +262.1% | +146.3% | +115.8% | +197.7% |
| 5Y | +283.1% | +177.8% | +105.3% | +203.6% |
| 10Y | +908.1% | +392.4% | +515.7% | +592.5% |
| All | +28,869.6% | +8,226.2% | +20,643.3% | +11,367.2% |
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