-62.1%
AVAV vs UTHR
+32.3%
-94.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.8% |
| 7D | +9.9% | -2.1% | +12.0% | +9.3% |
| 30D | -5.4% | +8.3% | -13.7% | -4.1% |
| 3M | -36.5% | +15.5% | -52.1% | -34.6% |
| 6M | -25.3% | +4.5% | -29.8% | -24.7% |
| YTD | -48.6% | +22.2% | -70.8% | -46.2% |
| 1Y | -62.1% | +29.7% | -91.8% | -58.4% |
| All | -62.1% | +32.3% | -94.4% | -58.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling