-50.4%
BIDU vs UTHR
+313.7%
-364.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.1% |
| 7D | -8.1% | +1.9% | -10.1% | -8.4% |
| 30D | -12.8% | -2.9% | -10.0% | -12.5% |
| 3M | -21.3% | -8.9% | -12.4% | -20.2% |
| 6M | -27.0% | -8.7% | -18.2% | -26.1% |
| YTD | -30.0% | +2.0% | -32.1% | -30.7% |
| 1Y | -18.3% | +22.8% | -41.1% | -21.7% |
| 3Y | -33.8% | +120.6% | -154.5% | -45.1% |
| 5Y | -44.3% | +136.4% | -180.7% | -55.3% |
| All | -50.4% | +313.7% | -364.1% | -66.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling