+1,784.6%
BE vs UTHR
+123.2%
+1,661.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.1% | +7.5% | +9.5% |
| 7D | +29.8% | -2.9% | +32.6% | +30.0% |
| 30D | +26.4% | -7.6% | +34.0% | +26.9% |
| 3M | +9.3% | -8.6% | +17.9% | +9.8% |
| 6M | +105.1% | +4.1% | +100.9% | +104.8% |
| YTD | +219.0% | +2.2% | +216.8% | +219.0% |
| 1Y | +418.8% | +26.2% | +392.6% | +417.9% |
| 3Y | +1,784.6% | +121.2% | +1,663.4% | +1,374.5% |
| All | +1,784.6% | +123.2% | +1,661.4% | +1,374.5% |
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