+1,088.8%
ATI vs UTHR
+139.1%
+949.7%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -1.9% |
| 7D | +3.2% | -2.9% | +6.0% | +3.5% |
| 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% | +79.4% |
| 1Y | +167.5% | +26.2% | +141.3% | +158.4% |
| 3Y | +366.0% | +121.2% | +244.8% | +317.3% |
| 5Y | +1,088.8% | +136.5% | +952.2% | +880.2% |
| All | +1,088.8% | +139.1% | +949.7% | +880.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling