+315.1%
UTHR vs BUD
-22.5%
+337.6%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.8% | +2.9% | +2.3% |
| 7D | -2.9% | +0.8% | -3.6% | -3.0% |
| 30D | -7.6% | -4.8% | -2.8% | -6.7% |
| 3M | -8.6% | +1.4% | -9.9% | -9.0% |
| 6M | +4.1% | +9.9% | -5.7% | +1.8% |
| YTD | +2.2% | +26.3% | -24.1% | -3.3% |
| 1Y | +26.2% | +36.1% | -10.0% | +17.4% |
| 3Y | +121.2% | +48.6% | +72.6% | +99.1% |
| 5Y | +136.5% | +45.0% | +91.5% | +111.5% |
| All | +315.1% | -22.5% | +337.6% | +285.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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