+1,248.3%
UTHR vs BUD
+214.6%
+1,033.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.3% |
| 7D | -6.1% | +4.5% | -10.6% | -7.3% |
| 30D | +3.1% | +12.5% | -9.4% | -0.3% |
| 3M | +5.5% | 0.0% | +5.5% | +5.1% |
| 6M | -5.8% | +3.8% | -9.6% | -7.3% |
| YTD | +15.3% | +33.1% | -17.7% | +5.2% |
| 1Y | +23.8% | +35.5% | -11.7% | +12.3% |
| 3Y | +146.3% | +49.4% | +96.9% | +113.2% |
| 5Y | +177.8% | +48.0% | +129.8% | +136.8% |
| 10Y | +392.4% | -8.6% | +401.0% | +364.1% |
| All | +1,248.3% | +214.6% | +1,033.6% | +631.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling