-77.5%
APTV vs UTHR
+190.6%
-268.1%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.1% |
| 7D | -1.7% | +5.2% | -6.9% | -2.2% |
| 30D | -11.6% | +9.5% | -21.1% | -12.3% |
| 3M | -21.2% | +17.9% | -39.1% | -22.4% |
| 6M | -28.5% | +2.0% | -30.5% | -28.7% |
| YTD | -49.1% | +21.3% | -70.4% | -50.2% |
| 1Y | -52.2% | +27.9% | -80.1% | -53.5% |
| 3Y | -48.6% | +162.3% | -211.0% | -56.2% |
| All | -77.5% | +190.6% | -268.1% | -82.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling