+29.3%
RRX vs UTHR
+40.6%
-11.3%
-37.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +1.2% | -4.8% | -3.8% |
| 7D | +7.6% | +3.8% | +3.9% | +7.2% |
| 30D | +7.5% | +13.4% | -5.9% | +5.8% |
| 3M | -21.0% | +17.3% | -38.3% | -22.7% |
| 6M | -18.1% | +4.7% | -22.8% | -17.7% |
| YTD | +24.3% | +24.9% | -0.6% | +23.2% |
| 1Y | +29.3% | +39.1% | -9.8% | +30.1% |
| All | +29.3% | +40.6% | -11.3% | +30.1% |
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