+850.7%
APP vs UTHR
+167.1%
+683.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.4% | -2.3% | -2.7% |
| 7D | +10.6% | +4.9% | +5.7% | +10.4% |
| 30D | +44.6% | +9.2% | +35.4% | +43.3% |
| 3M | +29.6% | +15.9% | +13.7% | +27.7% |
| 6M | -19.8% | +2.0% | -21.8% | -19.9% |
| YTD | -41.6% | +21.8% | -63.3% | -43.3% |
| 1Y | -32.7% | +28.6% | -61.2% | -35.3% |
| All | +850.7% | +167.1% | +683.6% | +848.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling