+303.3%
BBWI vs UTHR
+8,724.6%
-8,421.3%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.2% | -0.9% | +0.2% |
| 7D | -7.7% | -2.1% | -5.6% | -7.5% |
| 30D | +24.8% | +8.3% | +16.5% | +23.5% |
| 3M | +16.2% | +15.5% | +0.7% | +13.8% |
| 6M | +15.8% | +4.5% | +11.3% | +14.8% |
| YTD | +11.4% | +22.2% | -10.8% | +7.9% |
| 1Y | +3.2% | +29.7% | -26.5% | -0.8% |
| 3Y | -23.5% | +167.3% | -190.8% | -34.5% |
| 5Y | -67.4% | +196.5% | -263.9% | -72.8% |
| 10Y | -46.0% | +369.0% | -415.0% | -58.4% |
| All | +303.3% | +8,724.6% | -8,421.3% | +145.6% |
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 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