-35.1%
AUR vs UTHR
+135.8%
-170.9%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.3% | +2.9% | +1.8% |
| 7D | +1.4% | +1.9% | -0.5% | +1.2% |
| 30D | -6.4% | -2.9% | -3.5% | -6.2% |
| 3M | +7.7% | -8.9% | +16.6% | +8.9% |
| 6M | +44.5% | -8.7% | +53.2% | +45.8% |
| YTD | +67.4% | +2.0% | +65.4% | +65.7% |
| 1Y | +15.4% | +22.8% | -7.4% | +10.6% |
| 3Y | +94.8% | +120.6% | -25.8% | +78.5% |
| All | -35.1% | +135.8% | -170.9% | -40.3% |
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