+40.6%
BBY vs UTHR
+124.0%
-83.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | +0.7% | +2.8% | -2.1% | +0.5% |
| 30D | +5.8% | -2.3% | +8.0% | +5.9% |
| 3M | +18.0% | -7.4% | +25.4% | +18.6% |
| 6M | +39.8% | -6.0% | +45.8% | +40.1% |
| YTD | +35.4% | +3.4% | +32.0% | +34.0% |
| 1Y | +21.4% | +27.1% | -5.7% | +17.4% |
| All | +40.6% | +124.0% | -83.3% | +24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling