-66.7%
BBWI vs UTHR
+139.1%
-205.8%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.3% | -3.4% |
| 7D | +1.6% | -2.9% | +4.4% | +1.9% |
| 30D | -6.2% | -7.6% | +1.4% | -5.4% |
| 3M | +4.3% | -8.6% | +12.9% | +5.3% |
| 6M | -7.2% | +4.1% | -11.3% | -7.7% |
| YTD | -3.0% | +2.2% | -5.2% | -3.6% |
| 1Y | -30.8% | +26.2% | -56.9% | -32.8% |
| 3Y | -43.4% | +121.2% | -164.6% | -50.0% |
| 5Y | -66.7% | +136.5% | -203.3% | -71.3% |
| All | -66.7% | +139.1% | -205.8% | -71.3% |
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