+824.5%
RIOT vs UTHR
+351.0%
+473.5%
-98.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.4% |
| 7D | +25.1% | -2.9% | +28.0% | +26.2% |
| 30D | +8.5% | -7.6% | +16.1% | +11.2% |
| 3M | -13.4% | -8.6% | -4.8% | -11.2% |
| 6M | +57.1% | +4.1% | +53.0% | +53.4% |
| YTD | +75.7% | +2.2% | +73.5% | +72.0% |
| 1Y | +65.6% | +26.2% | +39.4% | +50.7% |
| 3Y | +103.3% | +121.2% | -17.9% | +42.9% |
| 5Y | -26.7% | +136.5% | -163.3% | -51.5% |
| 10Y | +527.2% | +300.1% | +227.1% | +230.5% |
| All | +824.5% | +351.0% | +473.5% | +400.8% |
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