+152.8%
RTX vs UTHR
+157.2%
-4.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | -0.1% | +3.4% |
| 7D | -3.2% | -2.3% | -0.9% | -3.1% |
| 30D | +5.6% | +6.1% | -0.5% | +5.3% |
| 3M | -11.7% | +8.1% | -19.8% | -12.0% |
| 6M | +12.3% | +3.1% | +9.2% | +12.1% |
| YTD | +8.2% | +19.5% | -11.3% | +7.4% |
| 1Y | +12.6% | +29.7% | -17.2% | +11.3% |
| 3Y | +152.8% | +162.7% | -9.9% | +149.2% |
| All | +152.8% | +157.2% | -4.4% | +149.2% |
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