+1,164.6%
ARES vs UTHR
+378.0%
+786.6%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.4% | -0.9% |
| 7D | -1.7% | -5.4% | +3.7% | -0.7% |
| 30D | +0.3% | -6.0% | +6.3% | +1.3% |
| 3M | +8.5% | -11.0% | +19.4% | +10.6% |
| 6M | +23.5% | -0.5% | +24.0% | +22.9% |
| YTD | -11.2% | +0.1% | -11.3% | -11.9% |
| 1Y | -19.3% | +28.2% | -47.4% | -23.9% |
| 3Y | +48.7% | +113.8% | -65.2% | +23.3% |
| 5Y | +106.5% | +131.3% | -24.8% | +65.8% |
| 10Y | +1,055.3% | +296.7% | +758.6% | +683.9% |
| All | +1,164.6% | +378.0% | +786.6% | +729.5% |
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