+5,545.5%
RGEN vs UTHR
+7,123.9%
-1,578.4%
-92.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.6% | -1.1% |
| 7D | -4.9% | -5.4% | +0.5% | -3.7% |
| 30D | +5.7% | -6.0% | +11.7% | +7.1% |
| 3M | +32.4% | -11.0% | +43.4% | +35.8% |
| 6M | +33.2% | -0.5% | +33.7% | +32.6% |
| YTD | +2.3% | +0.1% | +2.2% | +1.2% |
| 1Y | +39.0% | +28.2% | +10.8% | +29.5% |
| 3Y | -4.6% | +113.8% | -118.4% | -23.5% |
| 5Y | -42.7% | +131.3% | -174.0% | -55.7% |
| 10Y | +433.6% | +296.7% | +136.9% | +248.4% |
| All | +5,545.5% | +7,123.9% | -1,578.4% | +2,596.9% |
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