+1,469.0%
BNS vs UTHR
+6,561.8%
-5,092.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.1% | -3.2% | -1.4% |
| 7D | +1.8% | -2.9% | +4.7% | +2.2% |
| 30D | +4.5% | -7.6% | +12.1% | +5.6% |
| 3M | +15.8% | -8.6% | +24.4% | +17.2% |
| 6M | +31.5% | +4.1% | +27.3% | +30.0% |
| YTD | +28.6% | +2.2% | +26.4% | +27.3% |
| 1Y | +48.2% | +26.2% | +22.0% | +41.6% |
| 3Y | +130.8% | +121.2% | +9.6% | +96.7% |
| 5Y | +94.9% | +136.5% | -41.7% | +62.3% |
| 10Y | +179.6% | +300.1% | -120.5% | +104.4% |
| All | +1,469.0% | +6,561.8% | -5,092.8% | +612.8% |
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