+140.2%
RTX vs UTHR
+190.4%
-50.2%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +3.6% | -0.1% | +3.3% |
| 7D | -3.2% | -2.3% | -0.9% | -3.0% |
| 30D | +5.6% | +6.1% | -0.5% | +5.1% |
| 3M | -11.7% | +8.1% | -19.8% | -12.3% |
| 6M | +12.3% | +3.1% | +9.2% | +12.0% |
| YTD | +8.2% | +19.5% | -11.3% | +6.5% |
| 1Y | +12.6% | +29.7% | -17.2% | +10.0% |
| 3Y | +152.8% | +162.7% | -9.9% | +125.2% |
| 5Y | +140.2% | +192.8% | -52.6% | +111.8% |
| All | +140.2% | +190.4% | -50.2% | +111.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling