-27.1%
AVTR vs UTHR
+125.3%
-152.4%
-73.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.5% |
| 7D | +1.6% | +3.0% | -1.4% | +1.4% |
| 30D | +8.4% | -4.3% | +12.7% | +8.6% |
| 3M | +50.2% | -8.4% | +58.5% | +50.9% |
| 6M | +82.6% | -4.2% | +86.8% | +83.0% |
| YTD | +29.8% | +4.0% | +25.8% | +29.5% |
| 1Y | +16.0% | +25.5% | -9.5% | +14.1% |
| All | -27.1% | +125.3% | -152.4% | -34.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling