+230.8%
RDW vs UTHR
+121.0%
+109.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.9% |
| 7D | +0.9% | +1.9% | -1.1% | +0.3% |
| 30D | -21.3% | -2.9% | -18.4% | -20.7% |
| 3M | -37.9% | -8.9% | -29.0% | -36.2% |
| 6M | +12.3% | -8.7% | +21.0% | +14.6% |
| YTD | +39.7% | +2.0% | +37.7% | +36.7% |
| 1Y | +25.7% | +22.8% | +2.9% | +15.6% |
| 3Y | +230.8% | +120.6% | +110.2% | +175.3% |
| All | +230.8% | +121.0% | +109.9% | +175.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling