+1,616.8%
RTX vs UTHR
+8,724.6%
-7,107.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.2% | -0.7% | +0.4% |
| 7D | +1.4% | -2.1% | +3.5% | +1.7% |
| 30D | +7.8% | +8.3% | -0.4% | +7.0% |
| 3M | -9.8% | +15.5% | -25.3% | -11.2% |
| 6M | +13.5% | +4.5% | +9.0% | +12.8% |
| YTD | +10.9% | +22.2% | -11.3% | +8.2% |
| 1Y | +14.0% | +29.7% | -15.7% | +10.5% |
| 3Y | +159.9% | +167.3% | -7.4% | +130.5% |
| 5Y | +151.7% | +196.5% | -44.8% | +119.3% |
| 10Y | +269.0% | +369.0% | -100.0% | +200.1% |
| All | +1,616.8% | +8,724.6% | -7,107.8% | +1,119.1% |
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