+55.9%
BWA vs UTHR
+23.3%
+32.6%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.8% |
| 7D | +5.7% | -5.4% | +11.1% | +6.1% |
| 30D | +1.4% | -6.0% | +7.5% | +1.9% |
| 3M | -12.1% | -11.0% | -1.1% | -11.3% |
| 6M | +28.6% | -0.5% | +29.1% | +27.7% |
| YTD | +51.1% | +0.1% | +51.0% | +50.1% |
| 1Y | +55.9% | +28.2% | +27.7% | +52.9% |
| All | +55.9% | +23.3% | +32.6% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling