+366.0%
ATI vs UTHR
+123.2%
+242.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.9% |
| 7D | +3.2% | -2.9% | +6.0% | +3.6% |
| 30D | -9.0% | -7.6% | -1.4% | -8.1% |
| 3M | +15.1% | -8.6% | +23.7% | +16.4% |
| 6M | +38.1% | +4.1% | +34.0% | +37.1% |
| YTD | +80.7% | +2.2% | +78.5% | +79.5% |
| 1Y | +167.5% | +26.2% | +141.3% | +158.6% |
| 3Y | +366.0% | +121.2% | +244.8% | +342.2% |
| All | +366.0% | +123.2% | +242.8% | +342.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling