+27.6%
BDX vs UTHR
+190.6%
-163.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.4% | +1.1% |
| 7D | +2.9% | +5.2% | -2.3% | +2.5% |
| 30D | +15.4% | +9.5% | +6.0% | +14.5% |
| 3M | +20.5% | +17.9% | +2.6% | +18.6% |
| 6M | +53.2% | +2.0% | +51.2% | +52.7% |
| YTD | +45.7% | +21.3% | +24.4% | +42.6% |
| 1Y | +47.3% | +27.9% | +19.4% | +43.4% |
| 3Y | +25.1% | +162.3% | -137.3% | +9.8% |
| All | +27.6% | +190.6% | -163.0% | +8.7% |
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 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