+3,312.0%
ROK vs UTHR
+7,123.9%
-3,811.8%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.8% | +1.4% |
| 7D | +0.7% | -5.4% | +6.1% | +1.4% |
| 30D | -3.3% | -6.0% | +2.7% | -2.6% |
| 3M | -5.9% | -11.0% | +5.1% | -4.6% |
| 6M | +13.9% | -0.5% | +14.4% | +13.5% |
| YTD | +12.6% | +0.1% | +12.5% | +11.9% |
| 1Y | +28.6% | +28.2% | +0.4% | +23.4% |
| 3Y | +45.1% | +113.8% | -68.7% | +27.5% |
| 5Y | +45.6% | +131.3% | -85.7% | +25.1% |
| 10Y | +345.0% | +296.7% | +48.3% | +244.9% |
| All | +3,312.0% | +7,123.9% | -3,811.8% | +1,947.6% |
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