+29.7%
UTHR vs RACE
+2.2%
+27.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.8% | +1.1% |
| 7D | -2.1% | +0.2% | -2.3% | -2.0% |
| 30D | +7.2% | +6.6% | +0.6% | +7.4% |
| 3M | +11.1% | +2.2% | +8.9% | +11.2% |
| 6M | +4.2% | +22.4% | -18.2% | +3.3% |
| YTD | +20.8% | +13.8% | +7.0% | +18.1% |
| 1Y | +29.7% | +2.2% | +27.5% | +29.4% |
| All | +29.7% | +2.2% | +27.5% | +29.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling