+111.1%
AXP vs UTHR
+114.7%
-3.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.1% | -5.4% | +3.3% | -1.5% |
| 30D | -6.5% | -6.0% | -0.5% | -5.9% |
| 3M | +4.6% | -11.0% | +15.6% | +6.1% |
| 6M | +5.4% | -0.5% | +6.0% | +5.3% |
| YTD | -11.1% | +0.1% | -11.2% | -11.5% |
| 1Y | -0.3% | +28.2% | -28.5% | -3.9% |
| All | +111.1% | +114.7% | -3.6% | +90.6% |
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