+113.9%
BSX vs UTHR
+7,277.3%
-7,163.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +2.1% | -8.0% | -6.2% |
| 7D | -6.4% | -2.9% | -3.6% | -6.1% |
| 30D | -8.8% | -7.6% | -1.2% | -7.8% |
| 3M | -7.6% | -8.6% | +0.9% | -6.5% |
| 6M | -37.0% | +4.1% | -41.1% | -37.7% |
| YTD | -52.8% | +2.2% | -55.0% | -53.4% |
| 1Y | -58.4% | +26.2% | -84.6% | -60.3% |
| 3Y | -16.5% | +121.2% | -137.7% | -28.5% |
| 5Y | -1.2% | +136.5% | -137.7% | -17.2% |
| 10Y | +83.7% | +300.1% | -216.4% | +37.0% |
| All | +113.9% | +7,277.3% | -7,163.5% | +5.7% |
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