-55.4%
APTV vs UTHR
+125.3%
-180.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.4% | -2.7% |
| 7D | -1.2% | +3.0% | -4.2% | -1.3% |
| 30D | -10.6% | -4.3% | -6.3% | -10.5% |
| 3M | -35.0% | -8.4% | -26.6% | -34.7% |
| 6M | -38.9% | -4.2% | -34.7% | -38.7% |
| YTD | -41.5% | +4.0% | -45.5% | -41.6% |
| 1Y | -45.8% | +25.5% | -71.3% | -46.6% |
| All | -55.4% | +125.3% | -180.7% | -58.4% |
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