+1,127.7%
RSP vs UTHR
+5,200.1%
-4,072.4%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | +0.1% | -0.4% |
| 7D | -0.8% | -5.4% | +4.6% | +0.2% |
| 30D | -0.3% | -6.0% | +5.7% | +0.7% |
| 3M | +4.3% | -11.0% | +15.2% | +6.4% |
| 6M | +8.8% | -0.5% | +9.4% | +8.3% |
| YTD | +15.3% | +0.1% | +15.2% | +14.3% |
| 1Y | +18.3% | +28.2% | -9.9% | +11.6% |
| 3Y | +52.8% | +113.8% | -61.0% | +26.8% |
| 5Y | +51.7% | +131.3% | -79.6% | +22.0% |
| 10Y | +208.5% | +296.7% | -88.3% | +111.5% |
| All | +1,127.7% | +5,200.1% | -4,072.4% | +367.9% |
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