+48.6%
JBL vs UTHR
+25.4%
+23.2%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -1.3% | +6.4% | +5.3% |
| 7D | +2.4% | +1.9% | +0.5% | +2.0% |
| 30D | -13.1% | -2.9% | -10.3% | -12.7% |
| 3M | -15.6% | -8.9% | -6.7% | -14.2% |
| 6M | +24.6% | -8.7% | +33.3% | +27.6% |
| YTD | +39.6% | +2.0% | +37.6% | +38.4% |
| 1Y | +48.6% | +22.8% | +25.8% | +40.5% |
| All | +48.6% | +25.4% | +23.2% | +40.5% |
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