-66.4%
BAX vs UTHR
+136.5%
-203.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -4.0% |
| 7D | -2.4% | -2.9% | +0.4% | -2.1% |
| 30D | -9.7% | -7.6% | -2.1% | -8.9% |
| 3M | +29.3% | -8.6% | +37.8% | +30.7% |
| 6M | +40.7% | +4.1% | +36.5% | +39.5% |
| YTD | +30.3% | +2.2% | +28.1% | +29.3% |
| 1Y | +3.4% | +26.2% | -22.8% | -0.2% |
| 3Y | -32.0% | +121.2% | -153.2% | -40.8% |
| All | -66.4% | +136.5% | -203.0% | -72.0% |
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