+117.0%
BTI vs UTHR
+138.8%
-21.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.6% | +1.6% | +1.0% |
| 7D | -2.0% | +2.8% | -4.8% | -2.2% |
| 30D | -3.4% | -2.3% | -1.2% | -3.3% |
| 3M | -9.0% | -7.4% | -1.6% | -8.5% |
| 6M | -5.0% | -6.0% | +1.0% | -4.7% |
| YTD | -0.3% | +3.4% | -3.7% | -0.7% |
| 1Y | +3.1% | +27.1% | -24.0% | +1.4% |
| 3Y | +111.0% | +123.8% | -12.9% | +91.0% |
| 5Y | +117.0% | +139.6% | -22.6% | +87.7% |
| All | +117.0% | +138.8% | -21.7% | +87.7% |
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 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