+215.6%
RSP vs UTHR
+363.8%
-148.2%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.6% | -1.4% | +1.7% |
| 7D | +0.4% | -2.3% | +2.7% | +0.8% |
| 30D | +3.7% | +6.1% | -2.4% | +2.7% |
| 3M | +0.8% | +8.1% | -7.3% | -0.9% |
| 6M | +9.1% | +3.1% | +6.0% | +8.1% |
| YTD | +16.7% | +19.5% | -2.8% | +12.1% |
| 1Y | +19.7% | +29.7% | -10.1% | +13.2% |
| 3Y | +66.7% | +162.7% | -96.0% | +32.4% |
| 5Y | +48.7% | +192.8% | -144.1% | +12.9% |
| 10Y | +215.6% | +348.1% | -132.6% | +98.6% |
| All | +215.6% | +363.8% | -148.2% | +98.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling