+1,316.6%
BR vs UTHR
+1,993.4%
-676.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.6% |
| 7D | +1.1% | +5.2% | -4.1% | +0.3% |
| 30D | +14.4% | +9.5% | +4.9% | +12.7% |
| 3M | +12.4% | +17.9% | -5.5% | +9.3% |
| 6M | +35.4% | +2.0% | +33.4% | +34.5% |
| YTD | -12.2% | +21.3% | -33.5% | -15.6% |
| 1Y | -12.7% | +27.9% | -40.6% | -16.9% |
| 3Y | +14.3% | +162.3% | -148.1% | -6.0% |
| 5Y | +19.3% | +190.7% | -171.5% | -5.2% |
| 10Y | +278.1% | +365.5% | -87.3% | +162.5% |
| All | +1,316.6% | +1,993.4% | -676.8% | +618.5% |
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