+12,790.5%
BLK vs UTHR
+3,410.4%
+9,380.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.8% | -3.9% | -2.4% |
| 7D | -2.7% | +3.0% | -5.7% | -3.1% |
| 30D | -4.8% | -4.3% | -0.4% | -4.3% |
| 3M | +6.5% | -8.4% | +14.9% | +7.6% |
| 6M | +13.1% | -4.2% | +17.4% | +13.5% |
| YTD | +1.8% | +4.0% | -2.2% | +0.8% |
| 1Y | -1.0% | +25.5% | -26.5% | -4.5% |
| 3Y | +66.0% | +125.1% | -59.2% | +45.3% |
| 5Y | +31.2% | +140.3% | -109.1% | +12.8% |
| 10Y | +278.5% | +322.5% | -44.0% | +194.8% |
| All | +12,790.5% | +3,410.4% | +9,380.0% | +6,388.0% |
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