+121.2%
UTHR vs BBAI
+79.7%
+41.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.9% | -1.0% | -1.9% | -2.8% |
| 30D | -7.6% | -10.7% | +3.1% | -7.3% |
| 3M | -8.6% | -32.3% | +23.7% | -7.8% |
| 6M | +4.1% | -31.3% | +35.4% | +4.8% |
| YTD | +2.2% | -45.9% | +48.1% | +3.3% |
| 1Y | +26.2% | -40.0% | +66.2% | +26.9% |
| 3Y | +121.2% | +72.8% | +48.4% | +109.6% |
| All | +121.2% | +79.7% | +41.5% | +109.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling