+14,833.9%
APH vs UTHR
+7,123.9%
+7,710.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -4.5% | -43.3% | -47.0% |
| 7D | -48.7% | -7.6% | -41.1% | -47.6% |
| 30D | -51.9% | -6.0% | -45.9% | -51.1% |
| 3M | -43.6% | -11.0% | -32.6% | -42.1% |
| 6M | -37.5% | -0.5% | -37.0% | -37.3% |
| YTD | -38.6% | +0.1% | -38.7% | -38.6% |
| 1Y | -26.3% | +28.2% | -54.5% | -29.6% |
| 3Y | +89.2% | +113.8% | -24.6% | +60.9% |
| 5Y | +119.8% | +131.3% | -11.5% | +81.6% |
| 10Y | +454.3% | +296.7% | +157.5% | +298.8% |
| All | +14,833.9% | +7,123.9% | +7,710.0% | +6,021.0% |
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