-22.1%
BA vs UTHR
+179.7%
-201.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +1.1% | -6.1% | +7.2% | +1.8% |
| 30D | -7.9% | +3.1% | -11.0% | -8.3% |
| 3M | -25.3% | +5.5% | -30.8% | -25.9% |
| 6M | -24.6% | -5.8% | -18.8% | -24.1% |
| YTD | -20.1% | +15.3% | -35.5% | -22.1% |
| 1Y | -11.8% | +23.8% | -35.5% | -14.9% |
| 3Y | -10.1% | +146.3% | -156.4% | -25.8% |
| All | -22.1% | +179.7% | -201.8% | -38.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling