-36.8%
BRKR vs UTHR
+135.8%
-172.6%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | 0.0% |
| 7D | -8.7% | +1.9% | -10.6% | -9.0% |
| 30D | -9.9% | -2.9% | -7.0% | -9.5% |
| 3M | -3.1% | -8.9% | +5.8% | -1.7% |
| 6M | +45.5% | -8.7% | +54.2% | +47.4% |
| YTD | +13.7% | +2.0% | +11.7% | +12.5% |
| 1Y | +67.4% | +22.8% | +44.6% | +59.8% |
| 3Y | -13.2% | +120.6% | -133.8% | -28.0% |
| All | -36.8% | +135.8% | -172.6% | -49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling