+1,081.2%
BAH vs UTHR
+852.6%
+228.6%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.2% | +0.7% |
| 7D | +0.5% | -2.1% | +2.6% | +0.7% |
| 30D | +18.2% | +7.2% | +11.0% | +17.1% |
| 3M | +13.1% | +11.1% | +1.9% | +11.3% |
| 6M | +15.2% | +4.2% | +11.0% | +14.3% |
| YTD | +6.0% | +20.8% | -14.8% | +2.4% |
| 1Y | +3.1% | +29.7% | -26.6% | -1.4% |
| 3Y | -26.2% | +164.1% | -190.3% | -37.7% |
| 5Y | +9.3% | +190.7% | -181.4% | -10.0% |
| 10Y | +212.3% | +355.4% | -143.1% | +128.3% |
| All | +1,081.2% | +852.6% | +228.6% | +582.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling