-70.1%
APTV vs UTHR
+140.7%
-210.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.8% | -4.4% | -2.8% |
| 7D | -1.2% | +3.0% | -4.2% | -1.5% |
| 30D | -10.6% | -4.3% | -6.3% | -10.3% |
| 3M | -35.0% | -8.4% | -26.6% | -34.5% |
| 6M | -38.9% | -4.2% | -34.7% | -38.7% |
| YTD | -41.5% | +4.0% | -45.5% | -41.9% |
| 1Y | -45.8% | +25.5% | -71.3% | -47.4% |
| 3Y | -55.7% | +125.1% | -180.8% | -61.9% |
| 5Y | -70.1% | +140.3% | -210.4% | -75.6% |
| All | -70.1% | +140.7% | -210.9% | -75.6% |
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