-83.9%
RIVN vs UTHR
+150.5%
-234.4%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.1% | +0.6% | +2.4% |
| 7D | +4.1% | -2.9% | +7.0% | +4.6% |
| 30D | +1.1% | -7.6% | +8.6% | +2.3% |
| 3M | -4.0% | -8.6% | +4.6% | -2.7% |
| 6M | +5.2% | +4.1% | +1.1% | +3.8% |
| YTD | -18.0% | +2.2% | -20.2% | -19.1% |
| 1Y | +15.6% | +26.2% | -10.6% | +9.8% |
| 3Y | -30.0% | +121.2% | -151.2% | -42.8% |
| All | -83.9% | +150.5% | -234.4% | -86.4% |
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