-10.9%
AXP vs UTHR
+29.7%
-40.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.6% | -2.6% | +0.7% |
| 7D | -1.1% | -2.3% | +1.2% | -0.9% |
| 30D | +5.2% | +6.1% | -0.8% | +4.8% |
| 3M | -4.6% | +8.1% | -12.7% | -4.9% |
| 6M | +3.2% | +3.1% | +0.1% | +3.5% |
| YTD | -11.3% | +19.5% | -30.9% | -13.8% |
| All | -10.9% | +29.7% | -40.5% | -16.4% |
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