-35.4%
RGEN vs UTHR
+193.6%
-229.0%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -1.0% |
| 7D | -3.1% | -2.1% | -1.0% | -2.8% |
| 30D | +0.1% | +8.3% | -8.2% | -1.1% |
| 3M | +4.8% | +15.5% | -10.8% | +2.1% |
| 6M | +48.9% | +4.5% | +44.4% | +47.5% |
| YTD | +5.3% | +22.2% | -16.9% | +0.8% |
| 1Y | +12.5% | +29.7% | -17.2% | +6.5% |
| 3Y | +17.0% | +167.3% | -150.3% | -5.2% |
| 5Y | -35.4% | +196.5% | -231.8% | -48.5% |
| All | -35.4% | +193.6% | -229.0% | -48.5% |
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