+72.5%
RMD vs UTHR
+166.1%
-93.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.3% |
| 7D | +2.1% | +5.2% | -3.1% | +1.7% |
| 30D | +2.1% | +9.5% | -7.4% | +1.4% |
| 3M | +6.2% | +17.9% | -11.7% | +5.0% |
| 6M | +19.4% | +2.0% | +17.4% | +19.2% |
| YTD | +0.5% | +21.3% | -20.8% | -0.9% |
| 1Y | -3.9% | +27.9% | -31.8% | -5.6% |
| 3Y | +72.5% | +162.3% | -89.8% | +65.2% |
| All | +72.5% | +166.1% | -93.6% | +65.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling