+302.0%
BBWI vs UTHR
+8,620.1%
-8,318.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.1% | -1.6% | -0.6% |
| 7D | -4.2% | -2.1% | -2.1% | -3.9% |
| 30D | +24.9% | +7.2% | +17.7% | +23.8% |
| 3M | +13.2% | +11.1% | +2.1% | +11.4% |
| 6M | +12.1% | +4.2% | +7.9% | +11.2% |
| YTD | +11.1% | +20.8% | -9.7% | +7.7% |
| 1Y | +0.7% | +29.7% | -29.0% | -3.2% |
| 3Y | -23.8% | +164.1% | -187.9% | -34.6% |
| 5Y | -66.9% | +190.7% | -257.6% | -72.3% |
| 10Y | -45.3% | +355.4% | -400.7% | -57.8% |
| All | +302.0% | +8,620.1% | -8,318.2% | +145.2% |
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