+9,157.4%
BN vs UTHR
+8,529.0%
+628.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +3.6% | +0.2% | +3.4% |
| 7D | +3.6% | -2.3% | +5.9% | +3.9% |
| 30D | +15.9% | +6.1% | +9.8% | +15.1% |
| 3M | -2.3% | +8.1% | -10.4% | -3.4% |
| 6M | -8.4% | +3.1% | -11.5% | -9.0% |
| YTD | -5.9% | +19.5% | -25.4% | -8.3% |
| 1Y | -5.6% | +29.7% | -35.3% | -8.9% |
| 3Y | +104.2% | +162.7% | -58.5% | +79.7% |
| 5Y | +35.5% | +192.8% | -157.3% | +17.0% |
| 10Y | +285.2% | +348.1% | -62.9% | +211.2% |
| All | +9,157.4% | +8,529.0% | +628.4% | +6,589.0% |
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