+626.7%
RVMD vs UTHR
+364.4%
+262.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +1.0% | -5.4% | +6.4% | +2.9% |
| 30D | +6.4% | -6.0% | +12.5% | +8.6% |
| 3M | +34.9% | -11.0% | +45.9% | +40.1% |
| 6M | +107.6% | -0.5% | +108.1% | +107.3% |
| YTD | +163.7% | +0.1% | +163.6% | +161.2% |
| 1Y | +439.2% | +28.2% | +411.0% | +389.5% |
| 3Y | +499.2% | +113.8% | +385.4% | +327.2% |
| 5Y | +621.7% | +131.3% | +490.4% | +388.7% |
| All | +626.7% | +364.4% | +262.3% | +220.2% |
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 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