+8,568.5%
BN vs UTHR
+7,123.9%
+1,444.6%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.2% |
| 7D | -2.5% | -5.4% | +2.9% | -1.9% |
| 30D | -9.5% | -6.0% | -3.4% | -8.9% |
| 3M | -10.4% | -11.0% | +0.6% | -9.3% |
| 6M | -6.4% | -0.5% | -5.8% | -6.6% |
| YTD | -11.9% | +0.1% | -11.9% | -12.3% |
| 1Y | -8.6% | +28.2% | -36.8% | -11.7% |
| 3Y | +77.6% | +113.8% | -36.3% | +60.0% |
| 5Y | +37.0% | +131.3% | -94.3% | +21.6% |
| 10Y | +266.4% | +296.7% | -30.3% | +200.6% |
| All | +8,568.5% | +7,123.9% | +1,444.6% | +6,297.5% |
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