+1,115.8%
RSP vs UTHR
+6,008.9%
-4,893.2%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.3% |
| 7D | -1.0% | -6.1% | +5.1% | +0.1% |
| 30D | +2.6% | +3.1% | -0.5% | +2.0% |
| 3M | -0.8% | +5.5% | -6.2% | -2.1% |
| 6M | +6.3% | -5.8% | +12.1% | +6.9% |
| YTD | +14.1% | +15.3% | -1.2% | +9.9% |
| 1Y | +18.0% | +23.8% | -5.8% | +12.1% |
| 3Y | +61.0% | +146.3% | -85.3% | +29.9% |
| 5Y | +45.6% | +177.8% | -132.2% | +12.8% |
| 10Y | +220.2% | +392.4% | -172.2% | +110.5% |
| All | +1,115.8% | +6,008.9% | -4,893.2% | +350.0% |
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