+65.6%
RRX vs UTHR
+166.1%
-100.6%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | +4.3% | +5.2% | -0.8% | +3.7% |
| 30D | +12.3% | +9.5% | +2.9% | +11.1% |
| 3M | +3.7% | +17.9% | -14.3% | +1.4% |
| 6M | -13.9% | +2.0% | -15.9% | -14.2% |
| YTD | +26.5% | +21.3% | +5.1% | +23.4% |
| 1Y | +29.3% | +27.9% | +1.4% | +25.4% |
| 3Y | +65.6% | +162.3% | -96.8% | +45.1% |
| All | +65.6% | +166.1% | -100.6% | +45.1% |
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 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