-17.9%
ROP vs UTHR
+123.2%
-141.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.1% | -5.0% | -3.0% |
| 7D | -5.4% | -2.9% | -2.5% | -5.3% |
| 30D | -1.6% | -7.6% | +5.9% | -1.3% |
| 3M | +18.8% | -8.6% | +27.4% | +19.3% |
| 6M | +8.2% | +4.1% | +4.1% | +7.8% |
| YTD | -10.5% | +2.2% | -12.7% | -10.9% |
| 1Y | -23.7% | +26.2% | -49.9% | -25.0% |
| 3Y | -17.9% | +121.2% | -139.1% | -22.9% |
| All | -17.9% | +123.2% | -141.0% | -22.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling