+2,219.7%
RSG vs UTHR
+7,408.4%
-5,188.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.2% |
| 7D | 0.0% | +3.0% | -3.0% | -0.3% |
| 30D | +3.7% | -4.3% | +8.0% | +4.1% |
| 3M | +6.2% | -8.4% | +14.5% | +7.0% |
| 6M | -2.8% | -4.2% | +1.4% | -2.6% |
| YTD | +5.9% | +4.0% | +1.9% | +5.1% |
| 1Y | -1.8% | +25.5% | -27.3% | -4.4% |
| 3Y | +57.5% | +125.1% | -67.6% | +42.5% |
| 5Y | +91.1% | +140.3% | -49.2% | +70.4% |
| 10Y | +428.1% | +322.5% | +105.6% | +333.6% |
| All | +2,219.7% | +7,408.4% | -5,188.8% | +1,193.4% |
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