+181.5%
BB vs UTHR
+8,689.8%
-8,508.3%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.6% | -2.9% |
| 7D | +9.0% | +4.9% | +4.1% | +7.8% |
| 30D | +7.7% | +9.2% | -1.5% | +5.5% |
| 3M | +4.0% | +15.9% | -12.0% | +0.3% |
| 6M | +46.6% | +2.0% | +44.6% | +45.3% |
| YTD | +140.6% | +21.8% | +118.9% | +126.7% |
| 1Y | +103.1% | +28.6% | +74.6% | +88.6% |
| 3Y | +150.5% | +166.2% | -15.7% | +88.3% |
| 5Y | -15.4% | +191.8% | -207.2% | -38.9% |
| 10Y | +25.4% | +367.2% | -341.7% | -24.2% |
| All | +181.5% | +8,689.8% | -8,508.3% | +0.4% |
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