+85.5%
BWA vs UTHR
+135.8%
-50.3%
-45.9%
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 | -1.3% | +1.9% | -3.3% | -1.5% |
| 30D | -2.9% | -2.9% | -0.1% | -2.7% |
| 3M | -10.7% | -8.9% | -1.9% | -10.0% |
| 6M | +26.5% | -8.7% | +35.2% | +27.4% |
| YTD | +49.1% | +2.0% | +47.1% | +48.1% |
| 1Y | +52.1% | +22.8% | +29.3% | +47.9% |
| 3Y | +72.6% | +120.6% | -48.1% | +49.6% |
| All | +85.5% | +135.8% | -50.3% | +52.4% |
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