+141.8%
BRKR vs UTHR
+871.2%
-729.3%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.3% | +1.1% | +0.1% |
| 7D | -8.7% | +1.9% | -10.6% | -9.1% |
| 30D | -9.9% | -2.9% | -7.0% | -9.3% |
| 3M | -3.1% | -8.9% | +5.8% | -1.1% |
| 6M | +45.5% | -8.7% | +54.2% | +48.1% |
| YTD | +13.7% | +2.0% | +11.7% | +11.9% |
| 1Y | +67.4% | +22.8% | +44.6% | +56.9% |
| 3Y | -13.2% | +120.6% | -133.8% | -32.3% |
| 5Y | -39.5% | +136.4% | -175.9% | -54.5% |
| 10Y | +153.5% | +314.4% | -160.9% | +55.7% |
| All | +141.8% | +871.2% | -729.3% | +14.1% |
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