+140.3%
RBRK vs UTHR
+112.8%
+27.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.1% |
| 7D | -3.5% | +2.8% | -6.3% | -3.7% |
| 30D | -8.3% | -2.3% | -6.0% | -8.1% |
| 3M | +24.7% | -7.4% | +32.1% | +25.4% |
| 6M | +58.9% | -6.0% | +64.9% | +59.3% |
| YTD | +16.3% | +3.4% | +12.8% | +15.2% |
| 1Y | +10.1% | +27.1% | -16.9% | +6.4% |
| All | +140.3% | +112.8% | +27.5% | +123.7% |
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