+18.4%
BX vs UTHR
+135.8%
-117.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.3% | +3.8% | +2.7% |
| 7D | -5.6% | +1.9% | -7.6% | -5.9% |
| 30D | -12.2% | -2.9% | -9.4% | -11.9% |
| 3M | +7.4% | -8.9% | +16.3% | +8.8% |
| 6M | +22.2% | -8.7% | +30.9% | +23.6% |
| YTD | -14.0% | +2.0% | -16.0% | -14.7% |
| 1Y | -27.3% | +22.8% | -50.1% | -30.2% |
| 3Y | +24.5% | +120.6% | -96.1% | +3.6% |
| All | +18.4% | +135.8% | -117.3% | -6.3% |
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