+1,069.7%
UTHR vs BUD
+201.1%
+868.7%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -5.4% | +0.3% | -5.7% | -5.5% |
| 30D | -6.0% | -5.7% | -0.4% | -4.6% |
| 3M | -11.0% | +3.1% | -14.1% | -11.9% |
| 6M | -0.5% | +7.9% | -8.4% | -3.1% |
| YTD | +0.1% | +27.3% | -27.3% | -7.3% |
| 1Y | +28.2% | +37.8% | -9.7% | +15.9% |
| 3Y | +113.8% | +49.8% | +64.0% | +84.9% |
| 5Y | +131.3% | +43.8% | +87.5% | +98.8% |
| 10Y | +296.7% | -22.6% | +319.4% | +299.2% |
| All | +1,069.7% | +201.1% | +868.7% | +544.2% |
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 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