+1,141.3%
ATI vs UTHR
+2,585.6%
-1,444.4%
-94.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.1% |
| 7D | -0.1% | -5.4% | +5.4% | +1.1% |
| 30D | +2.7% | -6.0% | +8.8% | +4.1% |
| 3M | +16.3% | -11.0% | +27.3% | +19.1% |
| 6M | +30.2% | -0.5% | +30.7% | +29.7% |
| YTD | +83.6% | +0.1% | +83.5% | +82.1% |
| 1Y | +173.0% | +28.2% | +144.8% | +156.0% |
| 3Y | +356.6% | +113.8% | +242.8% | +271.7% |
| 5Y | +1,074.2% | +131.3% | +942.9% | +819.3% |
| 10Y | +1,136.2% | +296.7% | +839.5% | +730.3% |
| All | +1,141.3% | +2,585.6% | -1,444.4% | +360.7% |
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