-22.1%
RMD vs UTHR
+140.7%
-162.9%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.8% | -2.3% | -0.7% |
| 7D | -4.7% | +3.0% | -7.7% | -5.0% |
| 30D | +0.2% | -4.3% | +4.6% | +0.7% |
| 3M | +12.0% | -8.4% | +20.4% | +13.0% |
| 6M | -12.5% | -4.2% | -8.3% | -12.2% |
| YTD | -7.9% | +4.0% | -12.0% | -8.6% |
| 1Y | -20.4% | +25.5% | -45.9% | -22.7% |
| 3Y | +53.1% | +125.1% | -72.0% | +34.2% |
| 5Y | -22.1% | +140.3% | -162.5% | -34.1% |
| All | -22.1% | +140.7% | -162.9% | -34.1% |
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