-46.5%
APTV vs UTHR
+40.6%
-87.1%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.2% | +3.5% | +4.6% |
| 7D | -1.9% | +3.8% | -5.6% | -1.9% |
| 30D | -1.4% | +13.4% | -14.9% | -1.4% |
| 3M | -9.3% | +17.3% | -26.7% | -9.1% |
| 6M | -27.3% | +4.7% | -32.0% | -26.9% |
| YTD | -43.1% | +24.9% | -68.0% | -42.8% |
| 1Y | -46.5% | +39.1% | -85.6% | -46.9% |
| All | -46.5% | +40.6% | -87.1% | -46.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling