+547.4%
BTSG vs UTHR
+168.6%
+378.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | +6.0% | +5.2% | +0.9% | +5.3% |
| 30D | +12.4% | +9.5% | +2.9% | +11.2% |
| 3M | +18.2% | +17.9% | +0.3% | +15.5% |
| 6M | +26.0% | +2.0% | +24.0% | +25.4% |
| YTD | +90.1% | +21.3% | +68.8% | +84.9% |
| 1Y | +124.3% | +27.9% | +96.4% | +116.8% |
| All | +547.4% | +168.6% | +378.7% | +523.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling