+56.5%
RSG vs UTHR
+121.0%
-64.5%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.1% | +0.8% |
| 7D | 0.0% | +1.9% | -1.9% | -0.1% |
| 30D | +4.0% | -2.9% | +6.8% | +4.1% |
| 3M | +7.4% | -8.9% | +16.2% | +7.8% |
| 6M | +0.1% | -8.7% | +8.8% | +0.3% |
| YTD | +6.0% | +2.0% | +4.0% | +5.8% |
| 1Y | -3.0% | +22.8% | -25.8% | -4.0% |
| 3Y | +56.5% | +120.6% | -64.1% | +53.1% |
| All | +56.5% | +121.0% | -64.5% | +53.1% |
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