+1,115.4%
ARES vs UTHR
+481.7%
+633.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.4% | -2.9% | -3.3% |
| 7D | -0.3% | +4.9% | -5.2% | -1.2% |
| 30D | +15.3% | +9.2% | +6.1% | +13.5% |
| 3M | -5.4% | +15.9% | -21.3% | -8.1% |
| 6M | +10.0% | +2.0% | +8.0% | +9.2% |
| YTD | -14.7% | +21.8% | -36.4% | -18.5% |
| 1Y | -9.7% | +28.6% | -38.2% | -14.6% |
| 3Y | +35.8% | +166.2% | -130.4% | +8.0% |
| 5Y | +80.9% | +191.8% | -110.9% | +39.0% |
| 10Y | +1,089.9% | +367.2% | +722.7% | +681.1% |
| All | +1,115.4% | +481.7% | +633.8% | +667.8% |
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