+456.6%
BEN vs UTHR
+7,123.9%
-6,667.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.5% | +4.1% | +3.6% |
| 7D | +0.2% | -5.4% | +5.6% | +1.1% |
| 30D | -0.5% | -6.0% | +5.5% | +0.3% |
| 3M | +9.7% | -11.0% | +20.7% | +11.6% |
| 6M | +33.9% | -0.5% | +34.4% | +33.5% |
| YTD | +49.0% | +0.1% | +48.9% | +48.1% |
| 1Y | +42.1% | +28.2% | +14.0% | +35.6% |
| 3Y | +51.9% | +113.8% | -61.9% | +30.7% |
| 5Y | +39.0% | +131.3% | -92.3% | +16.9% |
| 10Y | +57.9% | +296.7% | -238.9% | +18.3% |
| All | +456.6% | +7,123.9% | -6,667.2% | +220.2% |
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