+134.5%
UTHR vs BUD
+46.3%
+88.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.4% | +0.3% | -5.7% | -5.4% |
| 30D | -6.0% | -5.7% | -0.4% | -5.4% |
| 3M | -11.0% | +3.1% | -14.1% | -11.4% |
| 6M | -0.5% | +7.9% | -8.4% | -1.7% |
| YTD | +0.1% | +27.3% | -27.3% | -3.8% |
| 1Y | +28.2% | +37.8% | -9.7% | +21.7% |
| 3Y | +113.8% | +49.8% | +64.0% | +98.1% |
| All | +134.5% | +46.3% | +88.1% | +119.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling