-63.6%
AVTR vs UTHR
+136.5%
-200.1%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.3% | +1.7% |
| 7D | +7.4% | -2.9% | +10.3% | +7.7% |
| 30D | +12.2% | -7.6% | +19.8% | +13.1% |
| 3M | +57.4% | -8.6% | +66.0% | +58.7% |
| 6M | +86.7% | +4.1% | +82.5% | +85.6% |
| YTD | +33.1% | +2.2% | +30.9% | +32.4% |
| 1Y | +16.1% | +26.2% | -10.0% | +12.3% |
| 3Y | -24.6% | +121.2% | -145.8% | -35.1% |
| All | -63.6% | +136.5% | -200.1% | -68.8% |
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