-34.5%
BBWI vs UTHR
+28.4%
-63.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +1.8% | -8.1% | -6.5% |
| 7D | -4.4% | +3.0% | -7.4% | -4.7% |
| 30D | -7.4% | -4.3% | -3.1% | -6.9% |
| 3M | -2.2% | -8.4% | +6.1% | -1.1% |
| 6M | -16.3% | -4.2% | -12.1% | -16.5% |
| YTD | -9.1% | +4.0% | -13.2% | -9.7% |
| 1Y | -34.5% | +25.5% | -60.0% | -35.6% |
| All | -34.5% | +28.4% | -63.0% | -35.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling