+3,096.7%
ROP vs UTHR
+8,724.6%
-5,627.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.2% | -0.5% | +0.5% |
| 7D | -2.9% | -2.1% | -0.8% | -2.7% |
| 30D | +30.1% | +8.3% | +21.8% | +28.8% |
| 3M | +19.9% | +15.5% | +4.3% | +17.5% |
| 6M | +46.0% | +4.5% | +41.5% | +44.8% |
| YTD | +8.4% | +22.2% | -13.9% | +4.9% |
| 1Y | +8.8% | +29.7% | -20.9% | +4.6% |
| 3Y | -5.6% | +167.3% | -172.9% | -19.0% |
| 5Y | +3.0% | +196.5% | -193.5% | -13.7% |
| 10Y | +184.0% | +369.0% | -185.0% | +117.1% |
| All | +3,096.7% | +8,724.6% | -5,627.8% | +1,444.8% |
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