+504.5%
AVAV vs UTHR
+1,570.2%
-1,065.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.5% | -1.2% | -1.6% |
| 7D | -2.2% | -5.4% | +3.2% | -1.3% |
| 30D | -13.9% | -6.0% | -7.9% | -13.0% |
| 3M | -29.2% | -11.0% | -18.3% | -27.9% |
| 6M | -36.1% | -0.5% | -35.6% | -36.5% |
| YTD | -40.2% | +0.1% | -40.3% | -40.9% |
| 1Y | -36.2% | +28.2% | -64.4% | -40.1% |
| 3Y | +47.5% | +113.8% | -66.3% | +21.9% |
| 5Y | +39.3% | +131.3% | -92.0% | +11.0% |
| 10Y | +482.6% | +296.7% | +185.8% | +298.3% |
| All | +504.5% | +1,570.2% | -1,065.7% | +202.1% |
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