+930.3%
ATI vs UTHR
+364.7%
+565.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.6% |
| 7D | +4.2% | +5.2% | -1.0% | +2.8% |
| 30D | -2.5% | +9.5% | -12.0% | -4.8% |
| 3M | -19.4% | +17.9% | -37.4% | -23.2% |
| 6M | +11.1% | +2.0% | +9.1% | +9.8% |
| YTD | +59.5% | +21.3% | +38.2% | +49.5% |
| 1Y | +85.8% | +27.9% | +57.9% | +71.6% |
| 3Y | +311.9% | +162.3% | +149.6% | +195.4% |
| 5Y | +963.2% | +190.7% | +772.5% | +605.4% |
| All | +930.3% | +364.7% | +565.6% | +435.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling