+162.9%
UTHR vs BBAI
-71.7%
+234.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.1% | +4.9% | +1.8% |
| 7D | +3.0% | -4.1% | +7.1% | +3.0% |
| 30D | -4.3% | -12.4% | +8.1% | -4.3% |
| 3M | -8.4% | -29.1% | +20.7% | -8.3% |
| 6M | -4.2% | -32.6% | +28.4% | -4.2% |
| YTD | +4.0% | -47.6% | +51.6% | +4.1% |
| 1Y | +25.5% | -41.0% | +66.6% | +25.7% |
| 3Y | +125.1% | +67.5% | +57.7% | +126.8% |
| 5Y | +140.3% | -71.3% | +211.6% | +146.6% |
| All | +162.9% | -71.7% | +234.6% | +173.5% |
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