+3,404.1%
BHP vs UTHR
+7,123.9%
-3,719.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.3% |
| 7D | -2.9% | -5.4% | +2.5% | -2.1% |
| 30D | +3.4% | -6.0% | +9.4% | +4.3% |
| 3M | +4.1% | -11.0% | +15.0% | +5.7% |
| 6M | +20.6% | -0.5% | +21.1% | +20.3% |
| YTD | +56.1% | +0.1% | +56.0% | +55.4% |
| 1Y | +69.6% | +28.2% | +41.4% | +62.6% |
| 3Y | +78.8% | +113.8% | -35.0% | +55.9% |
| 5Y | +113.1% | +131.3% | -18.3% | +81.6% |
| 10Y | +505.9% | +296.7% | +209.2% | +363.7% |
| All | +3,404.1% | +7,123.9% | -3,719.8% | +1,982.4% |
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