+480.6%
BEN vs UTHR
+8,689.8%
-8,209.2%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | +11.3% | +4.9% | +6.5% | +10.5% |
| 30D | +15.0% | +9.2% | +5.8% | +13.5% |
| 3M | +7.8% | +15.9% | -8.1% | +5.1% |
| 6M | +15.5% | +2.0% | +13.5% | +14.8% |
| YTD | +55.4% | +21.8% | +33.6% | +49.6% |
| 1Y | +63.3% | +28.6% | +34.7% | +55.8% |
| 3Y | +83.4% | +166.2% | -82.8% | +52.4% |
| 5Y | +28.1% | +191.8% | -163.7% | +3.7% |
| 10Y | +59.1% | +367.2% | -308.1% | +16.0% |
| All | +480.6% | +8,689.8% | -8,209.2% | +223.4% |
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