+407.6%
UTHR vs JAAA
+30.3%
+377.3%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | +5.2% | +0.1% | +5.1% | +5.1% |
| 30D | +9.5% | +0.4% | +9.0% | +9.3% |
| 3M | +17.9% | +1.2% | +16.7% | +17.2% |
| 6M | +2.0% | +2.3% | -0.3% | +0.8% |
| YTD | +21.3% | +4.0% | +17.3% | +19.1% |
| 1Y | +27.9% | +4.8% | +23.1% | +25.1% |
| 3Y | +162.3% | +18.4% | +143.9% | +161.6% |
| 5Y | +190.7% | +27.5% | +163.2% | +196.8% |
| All | +407.6% | +30.3% | +377.3% | +454.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling