+1,203.9%
TROW vs UTHR
+7,408.4%
-6,204.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.8% |
| 7D | -1.5% | +3.0% | -4.5% | -2.0% |
| 30D | -5.3% | -4.3% | -1.0% | -4.7% |
| 3M | +2.9% | -8.4% | +11.3% | +4.4% |
| 6M | +22.2% | -4.2% | +26.4% | +22.7% |
| YTD | +8.1% | +4.0% | +4.1% | +6.7% |
| 1Y | +5.8% | +25.5% | -19.7% | +0.9% |
| 3Y | +14.0% | +125.1% | -111.1% | -4.0% |
| 5Y | -38.3% | +140.3% | -178.6% | -49.2% |
| 10Y | +131.7% | +322.5% | -190.8% | +67.3% |
| All | +1,203.9% | +7,408.4% | -6,204.5% | +552.5% |
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