0.0%
BND vs UTHR
+30.8%
-30.8%
-4.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -7.0% | +7.2% | +0.3% |
| 7D | +0.4% | -4.7% | +5.1% | +0.4% |
| 30D | +2.3% | +4.4% | -2.1% | +2.2% |
| 3M | -0.8% | +9.0% | -9.8% | -0.9% |
| 6M | -0.8% | -1.1% | +0.3% | -0.8% |
| YTD | -0.6% | +16.1% | -16.8% | -0.8% |
| 1Y | 0.0% | +26.4% | -26.4% | -1.3% |
| All | 0.0% | +30.8% | -30.8% | -1.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling