+1,054.4%
BDX vs UTHR
+7,277.3%
-6,223.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.1% | -5.2% | -3.3% |
| 7D | -4.3% | -2.9% | -1.4% | -4.0% |
| 30D | +1.3% | -7.6% | +8.9% | +2.0% |
| 3M | +20.2% | -8.6% | +28.8% | +21.2% |
| 6M | +8.6% | +4.1% | +4.5% | +7.9% |
| YTD | +19.0% | +2.2% | +16.8% | +18.3% |
| 1Y | +21.2% | +26.2% | -5.0% | +18.0% |
| 3Y | -9.7% | +121.2% | -130.9% | -17.9% |
| 5Y | -3.4% | +136.5% | -139.9% | -13.3% |
| 10Y | +53.9% | +300.1% | -246.2% | +28.1% |
| All | +1,054.4% | +7,277.3% | -6,223.0% | +633.8% |
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