+291.5%
BKR vs UTHR
+7,364.6%
-7,073.1%
-83.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.6% |
| 7D | -6.7% | +2.8% | -9.4% | -7.0% |
| 30D | -8.3% | -2.3% | -6.1% | -8.1% |
| 3M | -5.4% | -7.4% | +2.0% | -4.4% |
| 6M | +0.8% | -6.0% | +6.8% | +1.3% |
| YTD | +31.8% | +3.4% | +28.4% | +30.3% |
| 1Y | +28.6% | +27.1% | +1.5% | +23.0% |
| 3Y | +71.2% | +123.8% | -52.6% | +47.1% |
| 5Y | +179.2% | +139.6% | +39.6% | +134.6% |
| 10Y | +124.0% | +320.0% | -196.1% | +67.7% |
| All | +291.5% | +7,364.6% | -7,073.1% | +128.6% |
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