+1,390.9%
BWA vs UTHR
+7,123.9%
-5,733.0%
-72.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.5% | +3.3% | +2.8% |
| 7D | +5.7% | -5.4% | +11.1% | +6.5% |
| 30D | +1.4% | -6.0% | +7.5% | +2.2% |
| 3M | -12.1% | -11.0% | -1.1% | -10.8% |
| 6M | +28.6% | -0.5% | +29.1% | +28.1% |
| YTD | +51.1% | +0.1% | +51.0% | +50.2% |
| 1Y | +55.9% | +28.2% | +27.7% | +49.2% |
| 3Y | +70.1% | +113.8% | -43.7% | +47.5% |
| 5Y | +90.7% | +131.3% | -40.6% | +61.6% |
| 10Y | +154.0% | +296.7% | -142.7% | +92.3% |
| All | +1,390.9% | +7,123.9% | -5,733.0% | +798.4% |
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 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