+348.1%
UTHR vs RACE
+738.3%
-390.2%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +3.0% | +3.5% |
| 7D | -2.3% | +3.9% | -6.2% | -3.1% |
| 30D | +6.1% | +7.4% | -1.4% | +4.4% |
| 3M | +8.1% | +1.6% | +6.5% | +7.4% |
| 6M | +3.1% | +23.3% | -20.2% | -2.7% |
| YTD | +19.5% | +14.7% | +4.9% | +14.2% |
| 1Y | +29.7% | +2.5% | +27.2% | +27.4% |
| 3Y | +162.7% | +28.0% | +134.7% | +139.1% |
| 5Y | +192.8% | +69.8% | +123.0% | +142.8% |
| 10Y | +348.1% | +734.9% | -386.8% | +157.0% |
| All | +348.1% | +738.3% | -390.2% | +157.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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