+1,005.0%
ATI vs UTHR
+3,180.7%
-2,175.7%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.4% |
| 7D | +4.7% | -2.1% | +6.8% | +5.2% |
| 30D | -0.2% | +8.3% | -8.5% | -2.0% |
| 3M | -18.5% | +15.5% | -34.0% | -21.4% |
| 6M | +16.4% | +4.5% | +11.8% | +14.6% |
| YTD | +63.4% | +22.2% | +41.2% | +54.6% |
| 1Y | +91.5% | +29.7% | +61.8% | +78.8% |
| 3Y | +329.2% | +167.3% | +161.9% | +231.7% |
| 5Y | +966.7% | +196.5% | +770.2% | +688.0% |
| 10Y | +1,003.8% | +369.0% | +634.7% | +612.0% |
| All | +1,005.0% | +3,180.7% | -2,175.7% | +291.1% |
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 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