-44.8%
BIDU vs UTHR
+138.8%
-183.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -1.0% | -1.5% |
| 7D | -5.2% | +2.8% | -8.0% | -5.6% |
| 30D | -14.5% | -2.3% | -12.2% | -14.3% |
| 3M | -22.9% | -7.4% | -15.5% | -22.2% |
| 6M | -27.8% | -6.0% | -21.9% | -27.4% |
| YTD | -30.7% | +3.4% | -34.1% | -31.1% |
| 1Y | -15.8% | +27.1% | -42.9% | -18.6% |
| 3Y | -33.2% | +123.8% | -157.0% | -43.3% |
| 5Y | -44.8% | +139.6% | -184.4% | -54.1% |
| All | -44.8% | +138.8% | -183.5% | -54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling