+1,608.1%
RTX vs UTHR
+8,620.1%
-7,012.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +1.0% | +1.9% |
| 7D | -1.7% | -2.1% | +0.4% | -1.5% |
| 30D | +7.7% | +7.2% | +0.5% | +6.9% |
| 3M | -10.3% | +11.1% | -21.5% | -11.4% |
| 6M | +14.6% | +4.2% | +10.4% | +13.9% |
| YTD | +10.4% | +20.8% | -10.4% | +7.8% |
| 1Y | +13.5% | +29.7% | -16.1% | +10.0% |
| 3Y | +158.6% | +164.1% | -5.5% | +129.7% |
| 5Y | +147.3% | +190.7% | -43.4% | +115.9% |
| 10Y | +268.6% | +355.4% | -86.8% | +200.6% |
| All | +1,608.1% | +8,620.1% | -7,012.0% | +1,114.4% |
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