+162.3%
UTHR vs JAAA
+18.5%
+143.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.5% |
| 7D | +5.2% | +0.1% | +5.1% | +4.9% |
| 30D | +9.5% | +0.4% | +9.0% | +8.4% |
| 3M | +17.9% | +1.2% | +16.7% | +14.5% |
| 6M | +2.0% | +2.3% | -0.3% | -3.7% |
| YTD | +21.3% | +4.0% | +17.3% | +10.2% |
| 1Y | +27.9% | +4.8% | +23.1% | +14.1% |
| 3Y | +162.3% | +18.4% | +143.9% | +151.9% |
| All | +162.3% | +18.5% | +143.8% | +151.9% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling