+2,570.8%
BTI vs UTHR
+7,277.3%
-4,706.5%
-59.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.1% | -2.5% | -0.5% |
| 7D | -1.4% | -2.9% | +1.5% | -1.2% |
| 30D | -7.0% | -7.6% | +0.5% | -6.7% |
| 3M | -6.3% | -8.6% | +2.3% | -5.9% |
| 6M | -2.0% | +4.1% | -6.1% | -2.3% |
| YTD | +0.2% | +2.2% | -2.0% | -0.1% |
| 1Y | +3.8% | +26.2% | -22.4% | +2.3% |
| 3Y | +112.1% | +121.2% | -9.1% | +101.5% |
| 5Y | +113.6% | +136.5% | -22.9% | +101.5% |
| 10Y | +69.6% | +300.1% | -230.5% | +53.8% |
| All | +2,570.8% | +7,277.3% | -4,706.5% | +1,691.5% |
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