+134.2%
RBRK vs UTHR
+109.9%
+24.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -2.4% |
| 7D | -7.5% | +1.9% | -9.4% | -7.6% |
| 30D | -10.4% | -2.9% | -7.6% | -10.2% |
| 3M | +21.3% | -8.9% | +30.1% | +22.1% |
| 6M | +50.6% | -8.7% | +59.4% | +51.4% |
| YTD | +13.3% | +2.0% | +11.3% | +12.4% |
| 1Y | +11.2% | +22.8% | -11.5% | +7.9% |
| All | +134.2% | +109.9% | +24.3% | +118.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling