+155.6%
BAX vs UTHR
+8,226.2%
-8,070.6%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | +12.1% | -6.1% | +18.3% | +12.8% |
| 30D | +7.6% | +3.1% | +4.5% | +7.3% |
| 3M | -4.5% | +5.5% | -9.9% | -5.1% |
| 6M | +52.0% | -5.8% | +57.8% | +52.6% |
| YTD | +35.1% | +15.3% | +19.8% | +32.7% |
| 1Y | +43.7% | +23.8% | +19.9% | +40.2% |
| 3Y | -20.9% | +146.3% | -167.2% | -28.6% |
| 5Y | -63.5% | +177.8% | -241.4% | -67.6% |
| 10Y | -36.0% | +392.4% | -428.4% | -47.2% |
| All | +155.6% | +8,226.2% | -8,070.6% | +70.1% |
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