+6.1%
BAH vs UTHR
+29.3%
-23.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.3% |
| 7D | +1.7% | +5.2% | -3.5% | +1.9% |
| 30D | +20.8% | +9.5% | +11.3% | +21.3% |
| 3M | +11.6% | +17.9% | -6.4% | +13.2% |
| 6M | +23.1% | +2.0% | +21.1% | +22.3% |
| YTD | +5.3% | +21.3% | -16.1% | +7.3% |
| 1Y | +6.1% | +27.9% | -21.7% | +6.7% |
| All | +6.1% | +29.3% | -23.2% | +6.7% |
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