+180.9%
RCAT vs UTHR
+133.0%
+47.8%
-84.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.5% | -1.9% |
| 7D | -1.4% | -5.4% | +4.0% | -0.7% |
| 30D | -3.3% | -6.0% | +2.7% | -2.6% |
| 3M | -43.2% | -11.0% | -32.2% | -42.4% |
| 6M | -43.2% | -0.5% | -42.6% | -43.4% |
| YTD | +5.5% | +0.1% | +5.5% | +4.4% |
| 1Y | -1.6% | +28.2% | -29.8% | -7.5% |
| 3Y | +773.7% | +113.8% | +659.9% | +638.6% |
| All | +180.9% | +133.0% | +47.8% | +128.5% |
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 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