+318.7%
UTHR vs JAAA
+29.3%
+289.4%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.6% |
| 7D | -5.4% | +0.2% | -5.6% | -5.5% |
| 30D | -6.0% | +0.5% | -6.6% | -6.3% |
| 3M | -11.0% | +1.3% | -12.2% | -11.5% |
| 6M | -0.5% | +2.7% | -3.2% | -1.8% |
| YTD | +0.1% | +3.2% | -3.1% | -1.4% |
| 1Y | +28.2% | +4.9% | +23.2% | +25.5% |
| 3Y | +113.8% | +19.0% | +94.8% | +115.0% |
| 5Y | +131.3% | +26.8% | +104.5% | +137.4% |
| All | +318.7% | +29.3% | +289.4% | +359.1% |
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