-48.6%
APTV vs UTHR
+166.1%
-214.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.7% | +5.2% | -6.9% | -2.0% |
| 30D | -11.6% | +9.5% | -21.1% | -11.9% |
| 3M | -21.2% | +17.9% | -39.1% | -21.8% |
| 6M | -28.5% | +2.0% | -30.5% | -28.5% |
| YTD | -49.1% | +21.3% | -70.4% | -49.5% |
| 1Y | -52.2% | +27.9% | -80.1% | -52.7% |
| 3Y | -48.6% | +162.3% | -211.0% | -54.9% |
| All | -48.6% | +166.1% | -214.8% | -54.9% |
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 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