+28.6%
ROK vs UTHR
+23.3%
+5.3%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.3% |
| 7D | +0.7% | -5.4% | +6.1% | +0.9% |
| 30D | -3.3% | -6.0% | +2.7% | -3.1% |
| 3M | -5.9% | -11.0% | +5.1% | -5.3% |
| 6M | +13.9% | -0.5% | +14.4% | +13.4% |
| YTD | +12.6% | +0.1% | +12.5% | +12.0% |
| 1Y | +28.6% | +28.2% | +0.4% | +25.5% |
| All | +28.6% | +23.3% | +5.3% | +25.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling