+1,176.4%
AXP vs UTHR
+7,123.9%
-5,947.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -1.0% |
| 7D | -2.1% | -5.4% | +3.3% | -1.3% |
| 30D | -6.5% | -6.0% | -0.5% | -5.8% |
| 3M | +4.6% | -11.0% | +15.6% | +6.3% |
| 6M | +5.4% | -0.5% | +6.0% | +5.2% |
| YTD | -11.1% | +0.1% | -11.2% | -11.6% |
| 1Y | -0.3% | +28.2% | -28.5% | -4.6% |
| 3Y | +111.6% | +113.8% | -2.2% | +84.6% |
| 5Y | +117.6% | +131.3% | -13.7% | +85.5% |
| 10Y | +474.1% | +296.7% | +177.4% | +339.9% |
| All | +1,176.4% | +7,123.9% | -5,947.5% | +698.5% |
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