+370.1%
UTHR vs RACE
+740.1%
-369.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.3% |
| 7D | -6.1% | +5.1% | -11.2% | -7.2% |
| 30D | +3.1% | +7.7% | -4.6% | +1.4% |
| 3M | +5.5% | +2.2% | +3.3% | +4.7% |
| 6M | -5.8% | +23.8% | -29.6% | -11.2% |
| YTD | +15.3% | +13.9% | +1.4% | +10.4% |
| 1Y | +23.8% | +3.8% | +20.0% | +21.2% |
| 3Y | +146.3% | +28.0% | +118.3% | +124.1% |
| 5Y | +177.8% | +64.9% | +112.9% | +132.5% |
| All | +370.1% | +740.1% | -369.9% | +178.9% |
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