+433.9%
BTSG vs UTHR
+125.9%
+308.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.3% | +2.8% | +1.6% |
| 7D | -3.3% | +1.9% | -5.2% | -3.5% |
| 30D | -1.6% | -2.9% | +1.3% | -1.3% |
| 3M | -6.9% | -8.9% | +2.0% | -5.8% |
| 6M | +42.1% | -8.7% | +50.8% | +43.7% |
| YTD | +56.8% | +2.0% | +54.8% | +56.3% |
| 1Y | +109.8% | +22.8% | +87.0% | +104.0% |
| All | +433.9% | +125.9% | +308.0% | +426.9% |
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