+6,615.9%
RMD vs UTHR
+7,123.9%
-507.9%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.3% |
| 7D | -5.0% | -5.4% | +0.4% | -4.2% |
| 30D | +2.2% | -6.0% | +8.3% | +3.1% |
| 3M | +17.8% | -11.0% | +28.8% | +19.8% |
| 6M | -11.3% | -0.5% | -10.8% | -11.6% |
| YTD | -4.4% | +0.1% | -4.5% | -5.0% |
| 1Y | -15.7% | +28.2% | -43.9% | -19.3% |
| 3Y | +47.7% | +113.8% | -66.1% | +28.3% |
| 5Y | -19.2% | +131.3% | -150.5% | -31.4% |
| 10Y | +280.4% | +296.7% | -16.3% | +187.9% |
| All | +6,615.9% | +7,123.9% | -507.9% | +1,999.9% |
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