+768.4%
UTHR vs AMBA
+837.3%
-68.9%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.2% | -0.5% |
| 7D | -5.4% | -11.0% | +5.6% | -4.3% |
| 30D | -6.0% | -23.2% | +17.1% | -3.6% |
| 3M | -11.0% | -12.7% | +1.7% | -11.0% |
| 6M | -0.5% | +11.2% | -11.7% | -3.8% |
| YTD | +0.1% | -11.2% | +11.3% | -1.3% |
| 1Y | +28.2% | -22.5% | +50.7% | +27.4% |
| 3Y | +113.8% | -1.3% | +115.1% | +99.2% |
| 5Y | +131.3% | -54.2% | +185.5% | +123.4% |
| 10Y | +296.7% | -6.1% | +302.8% | +217.6% |
| All | +768.4% | +837.3% | -68.9% | +422.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling