+605.1%
RVMD vs UTHR
+373.4%
+231.6%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +0.6% |
| 7D | -3.0% | +1.9% | -4.9% | -3.6% |
| 30D | -0.7% | -2.9% | +2.1% | +0.2% |
| 3M | +36.5% | -8.9% | +45.4% | +40.7% |
| 6M | +104.6% | -8.7% | +113.3% | +110.4% |
| YTD | +155.8% | +2.0% | +153.8% | +151.7% |
| 1Y | +340.7% | +22.8% | +317.9% | +305.7% |
| 3Y | +519.9% | +120.6% | +399.3% | +336.9% |
| 5Y | +584.9% | +136.4% | +448.5% | +360.5% |
| All | +605.1% | +373.4% | +231.6% | +208.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling