+3,065.5%
ROK vs UTHR
+8,658.1%
-5,592.6%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | -0.1% | -0.4% |
| 7D | +7.1% | +5.2% | +1.9% | +6.4% |
| 30D | -5.0% | +9.5% | -14.4% | -6.0% |
| 3M | -9.4% | +17.9% | -27.3% | -11.5% |
| 6M | -11.0% | +2.0% | -13.0% | -11.5% |
| YTD | +4.4% | +21.3% | -16.9% | +1.1% |
| 1Y | +7.4% | +27.9% | -20.5% | +3.2% |
| 3Y | +61.0% | +162.3% | -101.4% | +37.6% |
| 5Y | +30.4% | +190.7% | -160.4% | +8.6% |
| 10Y | +264.8% | +365.5% | -100.7% | +176.6% |
| All | +3,065.5% | +8,658.1% | -5,592.6% | +1,749.7% |
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