+310.6%
BE vs UTHR
+24.4%
+286.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.8% |
| 7D | +9.7% | +2.8% | +7.0% | +8.9% |
| 30D | +22.4% | -2.3% | +24.6% | +23.1% |
| 3M | +10.4% | -7.4% | +17.8% | +12.5% |
| 6M | +67.9% | -6.0% | +73.8% | +71.5% |
| YTD | +197.5% | +3.4% | +194.1% | +190.2% |
| 1Y | +310.6% | +27.1% | +283.5% | +283.9% |
| All | +310.6% | +24.4% | +286.1% | +283.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling