+190.7%
UTHR vs AMBA
-69.1%
+259.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.1% | +3.1% | +1.1% |
| 7D | -2.1% | -2.6% | +0.5% | -2.0% |
| 30D | +7.2% | -10.5% | +17.7% | +7.6% |
| 3M | +11.1% | -26.4% | +37.6% | +12.3% |
| 6M | +4.2% | -20.9% | +25.1% | +4.4% |
| YTD | +20.8% | -14.8% | +35.6% | +20.2% |
| 1Y | +29.7% | -36.1% | +65.7% | +30.8% |
| 3Y | +164.1% | +20.2% | +143.9% | +151.1% |
| 5Y | +190.7% | -67.2% | +257.9% | +191.7% |
| All | +190.7% | -69.1% | +259.8% | +191.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 5y: compounded portfolio wealth divided by compounded AMBA 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…
5y analysis · Full analysis span regression · 6 months rolling