+48.6%
ARES vs UTHR
+118.3%
-69.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.9% |
| 7D | -1.7% | -5.4% | +3.7% | -1.1% |
| 30D | +0.3% | -6.0% | +6.3% | +0.9% |
| 3M | +8.5% | -11.0% | +19.4% | +9.7% |
| 6M | +23.5% | -0.5% | +24.0% | +23.2% |
| YTD | -11.2% | +0.1% | -11.3% | -11.6% |
| 1Y | -19.3% | +28.2% | -47.4% | -22.3% |
| All | +48.6% | +118.3% | -69.6% | +33.7% |
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 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