+2,015.2%
RBA vs UTHR
+7,123.9%
-5,108.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.5% | +0.9% | +0.4% |
| 7D | -2.9% | -5.4% | +2.5% | -2.6% |
| 30D | -12.3% | -6.0% | -6.2% | -11.9% |
| 3M | -20.5% | -11.0% | -9.6% | -19.9% |
| 6M | -18.5% | -0.5% | -18.0% | -18.7% |
| YTD | -18.2% | +0.1% | -18.3% | -18.4% |
| 1Y | -27.5% | +28.2% | -55.7% | -29.0% |
| 3Y | +38.1% | +113.8% | -75.7% | +29.5% |
| 5Y | +44.8% | +131.3% | -86.5% | +34.3% |
| 10Y | +187.1% | +296.7% | -109.6% | +152.8% |
| All | +2,015.2% | +7,123.9% | -5,108.6% | +1,649.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling