-29.6%
RBA vs UTHR
+28.4%
-58.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.4% | -0.7% |
| 7D | -1.9% | +3.0% | -4.9% | -1.9% |
| 30D | -13.0% | -4.3% | -8.7% | -13.0% |
| 3M | -23.1% | -8.4% | -14.7% | -23.1% |
| 6M | -22.6% | -4.2% | -18.4% | -22.5% |
| YTD | -20.4% | +4.0% | -24.4% | -20.9% |
| 1Y | -29.6% | +25.5% | -55.1% | -28.3% |
| All | -29.6% | +28.4% | -58.0% | -28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 1y: compounded portfolio wealth divided by compounded UTHR 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…
1y analysis · Full analysis span regression · 6 months rolling