+134.5%
UTHR vs AMBA
-54.5%
+189.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.5% |
| 7D | -5.4% | -11.0% | +5.6% | -5.0% |
| 30D | -6.0% | -23.2% | +17.1% | -5.0% |
| 3M | -11.0% | -12.7% | +1.7% | -11.0% |
| 6M | -0.5% | +11.2% | -11.7% | -2.1% |
| YTD | +0.1% | -11.2% | +11.3% | -0.6% |
| 1Y | +28.2% | -22.5% | +50.7% | +27.8% |
| 3Y | +113.8% | -1.3% | +115.1% | +105.1% |
| All | +134.5% | -54.5% | +189.0% | +121.8% |
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