+1,251.0%
BE vs UTHR
+139.1%
+1,111.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +2.1% | +7.5% | +9.4% |
| 7D | +29.8% | -2.9% | +32.6% | +30.1% |
| 30D | +26.4% | -7.6% | +34.0% | +27.3% |
| 3M | +9.3% | -8.6% | +17.9% | +10.2% |
| 6M | +105.1% | +4.1% | +100.9% | +104.1% |
| YTD | +219.0% | +2.2% | +216.8% | +218.0% |
| 1Y | +418.8% | +26.2% | +392.6% | +409.8% |
| 3Y | +1,784.6% | +121.2% | +1,663.4% | +1,542.3% |
| 5Y | +1,251.0% | +136.5% | +1,114.4% | +1,195.6% |
| All | +1,251.0% | +139.1% | +1,111.9% | +1,195.6% |
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