+8,870.9%
BN vs UTHR
+8,689.8%
+181.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -1.0% |
| 7D | -0.3% | +4.9% | -5.2% | -0.8% |
| 30D | +13.6% | +9.2% | +4.4% | +12.5% |
| 3M | -6.7% | +15.9% | -22.6% | -8.3% |
| 6M | -9.0% | +2.0% | -11.0% | -9.4% |
| YTD | -8.8% | +21.8% | -30.6% | -11.3% |
| 1Y | -10.6% | +28.6% | -39.2% | -13.6% |
| 3Y | +98.8% | +166.2% | -67.5% | +74.6% |
| 5Y | +33.6% | +191.8% | -158.2% | +15.4% |
| 10Y | +298.3% | +367.2% | -68.9% | +220.4% |
| All | +8,870.9% | +8,689.8% | +181.1% | +6,368.5% |
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