+156.0%
BAX vs UTHR
+7,123.9%
-6,967.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.5% | +1.6% | +1.1% |
| 7D | -1.1% | -5.4% | +4.3% | -0.6% |
| 30D | -5.5% | -6.0% | +0.6% | -4.9% |
| 3M | +33.5% | -11.0% | +44.5% | +35.0% |
| 6M | +35.9% | -0.5% | +36.4% | +35.6% |
| YTD | +35.4% | +0.1% | +35.3% | +34.9% |
| 1Y | +9.8% | +28.2% | -18.4% | +6.8% |
| 3Y | -32.7% | +113.8% | -146.5% | -38.4% |
| 5Y | -65.6% | +131.3% | -196.9% | -68.9% |
| 10Y | -34.9% | +296.7% | -331.6% | -45.2% |
| All | +156.0% | +7,123.9% | -6,967.9% | +72.9% |
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 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