+102.6%
ARES vs UTHR
+139.1%
-36.5%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.1% | -3.2% | -1.4% |
| 7D | -0.3% | -2.9% | +2.5% | +0.1% |
| 30D | +1.3% | -7.6% | +8.9% | +2.4% |
| 3M | +10.4% | -8.6% | +18.9% | +11.7% |
| 6M | +29.0% | +4.1% | +24.9% | +27.6% |
| YTD | -12.2% | +2.2% | -14.4% | -13.1% |
| 1Y | -18.4% | +26.2% | -44.6% | -22.4% |
| 3Y | +43.2% | +121.2% | -78.0% | +17.6% |
| 5Y | +102.6% | +136.5% | -33.9% | +57.1% |
| All | +102.6% | +139.1% | -36.5% | +57.1% |
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