+262.2%
BBWI vs UTHR
+7,123.9%
-6,861.6%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.4% | +2.9% |
| 7D | +1.5% | -5.4% | +6.9% | +2.2% |
| 30D | -5.2% | -6.0% | +0.9% | -4.5% |
| 3M | +11.1% | -11.0% | +22.1% | +12.7% |
| 6M | -13.4% | -0.5% | -12.8% | -13.5% |
| YTD | +0.1% | +0.1% | 0.0% | -0.3% |
| 1Y | -36.1% | +28.2% | -64.3% | -38.6% |
| 3Y | -44.1% | +113.8% | -157.9% | -50.7% |
| 5Y | -66.2% | +131.3% | -197.6% | -70.8% |
| 10Y | -54.8% | +296.7% | -351.5% | -64.3% |
| All | +262.2% | +7,123.9% | -6,861.6% | +126.9% |
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