+193.5%
APTV vs UTHR
+1,072.7%
-879.2%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.5% | +3.6% | +3.2% |
| 7D | +4.8% | -5.4% | +10.2% | +6.0% |
| 30D | +2.0% | -6.0% | +8.0% | +3.3% |
| 3M | -34.2% | -11.0% | -23.3% | -32.7% |
| 6M | -34.7% | -0.5% | -34.1% | -35.0% |
| YTD | -37.0% | +0.1% | -37.1% | -37.7% |
| 1Y | -40.4% | +28.2% | -68.6% | -44.5% |
| 3Y | -54.1% | +113.8% | -167.9% | -63.9% |
| 5Y | -68.0% | +131.3% | -199.3% | -75.9% |
| 10Y | -15.5% | +296.7% | -312.2% | -48.5% |
| All | +193.5% | +1,072.7% | -879.2% | +13.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling