-1.4%
BAC vs UTHR
+29.3%
-30.7%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.0% |
| 7D | +3.2% | +5.2% | -1.9% | +2.9% |
| 30D | -0.7% | +9.5% | -10.2% | -1.1% |
| 3M | -20.0% | +17.9% | -37.9% | -20.5% |
| 6M | +3.4% | +2.0% | +1.4% | +4.2% |
| YTD | -5.7% | +21.3% | -27.1% | -7.5% |
| 1Y | -1.4% | +27.9% | -29.3% | -4.9% |
| All | -1.4% | +29.3% | -30.7% | -4.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling