+487.6%
BEN vs UTHR
+8,620.1%
-8,132.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.1% | +0.1% | +1.0% |
| 7D | +12.1% | -2.1% | +14.3% | +12.5% |
| 30D | +13.4% | +7.2% | +6.2% | +12.2% |
| 3M | +9.4% | +11.1% | -1.8% | +7.3% |
| 6M | +19.3% | +4.2% | +15.1% | +18.1% |
| YTD | +57.3% | +20.8% | +36.5% | +51.5% |
| 1Y | +69.1% | +29.7% | +39.4% | +61.2% |
| 3Y | +85.6% | +164.1% | -78.5% | +54.4% |
| 5Y | +32.9% | +190.7% | -157.7% | +7.7% |
| 10Y | +58.3% | +355.4% | -297.1% | +15.9% |
| All | +487.6% | +8,620.1% | -8,132.6% | +227.7% |
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