-38.9%
AVAV vs UTHR
+22.2%
-61.2%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.8% |
| 7D | -2.2% | -5.4% | +3.2% | -3.1% |
| 30D | -13.9% | -6.0% | -7.9% | -14.7% |
| 3M | -29.2% | -11.0% | -18.3% | -30.5% |
| 6M | -36.1% | -0.5% | -35.6% | -35.0% |
| YTD | -40.2% | +0.1% | -40.3% | -39.3% |
| All | -38.9% | +22.2% | -61.2% | -37.6% |
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