+894.9%
AZN vs UTHR
+7,408.4%
-6,513.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.8% | -3.7% | -2.1% |
| 7D | -2.9% | +3.0% | -5.9% | -3.2% |
| 30D | -3.1% | -4.3% | +1.2% | -2.6% |
| 3M | -14.4% | -8.4% | -6.1% | -13.6% |
| 6M | -19.5% | -4.2% | -15.3% | -19.2% |
| YTD | -13.8% | +4.0% | -17.8% | -14.3% |
| 1Y | -2.4% | +25.5% | -27.9% | -5.0% |
| 3Y | +21.3% | +125.1% | -103.9% | +9.5% |
| 5Y | +53.6% | +140.3% | -86.7% | +36.8% |
| 10Y | +220.1% | +322.5% | -102.3% | +162.9% |
| All | +894.9% | +7,408.4% | -6,513.5% | +555.1% |
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