-44.0%
APTV vs UTHR
+24.4%
-68.4%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.2% | +2.6% |
| 7D | -1.8% | +2.8% | -4.6% | -1.8% |
| 30D | -7.9% | -2.3% | -5.7% | -7.9% |
| 3M | -29.9% | -7.4% | -22.5% | -29.8% |
| 6M | -36.6% | -6.0% | -30.6% | -36.1% |
| YTD | -40.0% | +3.4% | -43.4% | -39.4% |
| 1Y | -44.0% | +27.1% | -71.1% | -44.5% |
| All | -44.0% | +24.4% | -68.4% | -44.5% |
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