+4.4%
RDW vs UTHR
+208.5%
-204.1%
-87.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.7% |
| 7D | +4.8% | +2.8% | +2.0% | +4.2% |
| 30D | -19.5% | -2.3% | -17.3% | -19.2% |
| 3M | -26.9% | -7.4% | -19.5% | -25.8% |
| 6M | +17.8% | -6.0% | +23.7% | +18.7% |
| YTD | +43.0% | +3.4% | +39.6% | +40.8% |
| 1Y | +32.1% | +27.1% | +5.0% | +24.8% |
| 3Y | +250.6% | +123.8% | +126.8% | +210.2% |
| 5Y | -6.6% | +139.6% | -146.3% | -16.9% |
| All | +4.4% | +208.5% | -204.1% | -9.1% |
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