+1,616.9%
JBL vs UTHR
+7,277.3%
-5,660.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.6% | +0.1% |
| 7D | +4.4% | -2.9% | +7.3% | +5.1% |
| 30D | -8.4% | -7.6% | -0.9% | -6.8% |
| 3M | -14.2% | -8.6% | -5.6% | -12.6% |
| 6M | +29.6% | +4.1% | +25.5% | +27.5% |
| YTD | +37.1% | +2.2% | +34.9% | +35.1% |
| 1Y | +49.5% | +26.2% | +23.3% | +39.7% |
| 3Y | +192.7% | +121.2% | +71.5% | +128.7% |
| 5Y | +411.3% | +136.5% | +274.8% | +285.2% |
| 10Y | +1,447.6% | +300.1% | +1,147.5% | +870.8% |
| All | +1,616.9% | +7,277.3% | -5,660.5% | +381.4% |
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