+139.6%
UTHR vs JAAA
+26.8%
+112.8%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.8% | +0.1% | +2.7% | +2.7% |
| 30D | -2.3% | +0.4% | -2.7% | -2.5% |
| 3M | -7.4% | +1.2% | -8.6% | -8.1% |
| 6M | -6.0% | +2.7% | -8.6% | -7.6% |
| YTD | +3.4% | +3.2% | +0.2% | +1.4% |
| 1Y | +27.1% | +4.8% | +22.3% | +23.6% |
| 3Y | +123.8% | +19.0% | +104.8% | +120.5% |
| 5Y | +139.6% | +26.8% | +112.8% | +139.5% |
| All | +139.6% | +26.8% | +112.8% | +139.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling