+153.0%
UTHR vs BBAI
-70.8%
+223.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.0% | +1.5% | -0.5% |
| 7D | -5.4% | -4.3% | -1.1% | -5.4% |
| 30D | -6.0% | -3.6% | -2.4% | -6.0% |
| 3M | -11.0% | -38.8% | +27.8% | -10.9% |
| 6M | -0.5% | -23.8% | +23.2% | -0.5% |
| YTD | +0.1% | -45.9% | +46.0% | +0.2% |
| 1Y | +28.2% | -40.8% | +68.9% | +28.3% |
| 3Y | +113.8% | +69.8% | +44.0% | +115.4% |
| 5Y | +131.3% | -70.3% | +201.6% | +137.4% |
| All | +153.0% | -70.8% | +223.8% | +163.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling