+2,980.5%
BHP vs UTHR
+8,658.1%
-5,677.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -0.5% | +5.2% | -5.7% | -1.2% |
| 30D | -4.5% | +9.5% | -14.0% | -5.8% |
| 3M | -6.9% | +17.9% | -24.8% | -9.3% |
| 6M | -10.6% | +2.0% | -12.6% | -11.1% |
| YTD | +37.2% | +21.3% | +15.9% | +32.6% |
| 1Y | +48.0% | +27.9% | +20.2% | +41.9% |
| 3Y | +52.6% | +162.3% | -109.8% | +28.9% |
| 5Y | +116.5% | +190.7% | -74.3% | +78.1% |
| 10Y | +334.9% | +365.5% | -30.6% | +224.6% |
| All | +2,980.5% | +8,658.1% | -5,677.6% | +1,676.0% |
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