-12.7%
BR vs UTHR
+29.3%
-42.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.5% |
| 7D | +1.1% | +5.2% | -4.1% | +1.0% |
| 30D | +14.4% | +9.5% | +4.9% | +14.1% |
| 3M | +12.4% | +17.9% | -5.5% | +12.2% |
| 6M | +35.4% | +2.0% | +33.4% | +35.0% |
| YTD | -12.2% | +21.3% | -33.5% | -11.3% |
| 1Y | -12.7% | +27.9% | -40.6% | -14.3% |
| All | -12.7% | +29.3% | -42.0% | -14.3% |
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