+1,312.0%
UTHR vs BUD
+222.5%
+1,089.6%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | -0.1% | +0.8% |
| 7D | -2.1% | +6.0% | -8.2% | -3.7% |
| 30D | +7.2% | +11.3% | -4.1% | +4.0% |
| 3M | +11.1% | +3.6% | +7.6% | +9.7% |
| 6M | +4.2% | +7.7% | -3.5% | +1.5% |
| YTD | +20.8% | +36.4% | -15.6% | +9.5% |
| 1Y | +29.7% | +37.8% | -8.2% | +17.1% |
| 3Y | +164.1% | +51.2% | +112.9% | +128.1% |
| 5Y | +190.7% | +53.4% | +137.3% | +145.3% |
| 10Y | +355.4% | -3.2% | +358.6% | +321.3% |
| All | +1,312.0% | +222.5% | +1,089.6% | +661.1% |
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