+978.9%
ATI vs UTHR
+3,156.0%
-2,177.2%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.4% | -3.4% | -3.6% |
| 7D | +4.2% | +5.2% | -1.0% | +3.1% |
| 30D | -2.5% | +9.5% | -12.0% | -4.5% |
| 3M | -19.4% | +17.9% | -37.4% | -22.6% |
| 6M | +11.1% | +2.0% | +9.1% | +10.0% |
| YTD | +59.5% | +21.3% | +38.2% | +51.2% |
| 1Y | +85.8% | +27.9% | +57.9% | +74.0% |
| 3Y | +311.9% | +162.3% | +149.6% | +219.6% |
| 5Y | +963.2% | +190.7% | +772.5% | +688.9% |
| 10Y | +977.6% | +365.5% | +612.1% | +596.3% |
| All | +978.9% | +3,156.0% | -2,177.2% | +282.5% |
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