+655.3%
BIDU vs UTHR
+1,343.4%
-688.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | +2.1% | -9.1% | -7.5% |
| 7D | -2.4% | -2.9% | +0.4% | -1.7% |
| 30D | -15.6% | -7.6% | -8.1% | -13.9% |
| 3M | -22.3% | -8.6% | -13.7% | -20.6% |
| 6M | -22.3% | +4.1% | -26.4% | -23.7% |
| YTD | -29.2% | +2.2% | -31.4% | -30.4% |
| 1Y | -14.8% | +26.2% | -41.0% | -21.4% |
| 3Y | -31.8% | +121.2% | -153.0% | -49.2% |
| 5Y | -43.1% | +136.5% | -179.7% | -59.7% |
| 10Y | -50.6% | +300.1% | -350.7% | -73.2% |
| All | +655.3% | +1,343.4% | -688.1% | +124.8% |
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