+8.5%
AVTR vs UTHR
+574.4%
-565.9%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.2% | -0.2% | +0.8% |
| 7D | +0.5% | -2.1% | +2.6% | +0.9% |
| 30D | +1.5% | +8.3% | -6.7% | -0.2% |
| 3M | +14.2% | +15.5% | -1.3% | +10.2% |
| 6M | +97.4% | +4.5% | +92.8% | +94.4% |
| YTD | +37.3% | +22.2% | +15.0% | +29.6% |
| 1Y | +36.8% | +29.7% | +7.1% | +27.3% |
| 3Y | -15.2% | +167.3% | -182.6% | -40.1% |
| 5Y | -59.2% | +196.5% | -255.7% | -73.3% |
| All | +8.5% | +574.4% | -565.9% | -56.8% |
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 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