+907.5%
UTHR vs AMBA
+722.2%
+185.3%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | -9.4% | +2.4% | -6.1% |
| 7D | -4.7% | -14.6% | +9.9% | -3.2% |
| 30D | +4.4% | -18.8% | +23.2% | +6.6% |
| 3M | +9.0% | -32.6% | +41.6% | +13.1% |
| 6M | -1.1% | -25.8% | +24.7% | -0.2% |
| YTD | +16.1% | -22.1% | +38.2% | +15.8% |
| 1Y | +26.4% | -36.2% | +62.7% | +28.4% |
| 3Y | +152.1% | +10.0% | +142.1% | +131.0% |
| 5Y | +179.6% | -71.6% | +251.2% | +188.0% |
| 10Y | +395.6% | -4.7% | +400.4% | +295.1% |
| All | +907.5% | +722.2% | +185.3% | +513.3% |
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