+139.6%
UTHR vs BTG
+75.0%
+64.7%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.9% | +2.3% | -0.4% |
| 7D | +2.8% | -5.5% | +8.2% | +3.1% |
| 30D | -2.3% | +6.1% | -8.4% | -2.7% |
| 3M | -7.4% | +38.6% | -46.0% | -9.7% |
| 6M | -6.0% | +0.7% | -6.6% | -6.5% |
| YTD | +3.4% | +20.3% | -16.9% | +0.9% |
| 1Y | +27.1% | +25.0% | +2.0% | +23.2% |
| 3Y | +123.8% | +97.3% | +26.5% | +108.3% |
| 5Y | +139.6% | +78.3% | +61.3% | +127.6% |
| All | +139.6% | +75.0% | +64.7% | +127.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 5y: compounded portfolio wealth divided by compounded BTG 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…
5y analysis · Full analysis span regression · 6 months rolling