-38.2%
TROW vs UTHR
+138.8%
-177.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | -0.1% |
| 7D | -3.0% | +2.8% | -5.8% | -3.4% |
| 30D | -5.5% | -2.3% | -3.2% | -5.2% |
| 3M | +2.3% | -7.4% | +9.7% | +3.3% |
| 6M | +23.9% | -6.0% | +29.9% | +24.7% |
| YTD | +7.9% | +3.4% | +4.5% | +6.9% |
| 1Y | +6.1% | +27.1% | -20.9% | +2.0% |
| 3Y | +13.8% | +123.8% | -110.0% | -4.1% |
| 5Y | -38.2% | +139.6% | -177.8% | -50.2% |
| All | -38.2% | +138.8% | -177.0% | -50.2% |
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 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