+207.8%
UTHR vs BBAI
-79.3%
+287.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -10.0% | +9.6% | -0.4% |
| 7D | +4.9% | -6.8% | +11.6% | +4.9% |
| 30D | +9.2% | -13.4% | +22.6% | +9.2% |
| 3M | +15.9% | -36.5% | +52.4% | +16.1% |
| 6M | +2.0% | -50.6% | +52.6% | +2.2% |
| YTD | +21.8% | -61.7% | +83.4% | +22.0% |
| 1Y | +28.6% | -71.1% | +99.7% | +28.9% |
| 3Y | +166.2% | +32.7% | +133.6% | +168.6% |
| 5Y | +191.8% | -79.2% | +271.0% | +197.8% |
| All | +207.8% | -79.3% | +287.1% | +220.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 10y: compounded portfolio wealth divided by compounded BBAI 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…
10y analysis · Full analysis span regression · 6 months rolling