+1,136.8%
ATI vs UTHR
+321.8%
+815.0%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.8% | -2.2% | -0.8% |
| 7D | +2.4% | +3.0% | -0.6% | +1.6% |
| 30D | -9.5% | -4.3% | -5.2% | -8.5% |
| 3M | +10.4% | -8.4% | +18.7% | +12.7% |
| 6M | +31.8% | -4.2% | +36.0% | +32.6% |
| YTD | +80.0% | +4.0% | +76.0% | +76.2% |
| 1Y | +175.8% | +25.5% | +150.3% | +155.9% |
| 3Y | +364.2% | +125.1% | +239.1% | +246.3% |
| 5Y | +1,076.9% | +140.3% | +936.5% | +723.8% |
| All | +1,136.8% | +321.8% | +815.0% | +556.2% |
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