+26.2%
UTHR vs RACE
-15.2%
+41.3%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -1.0% | +3.1% | +2.2% |
| 7D | -2.9% | -1.0% | -1.8% | -2.8% |
| 30D | -7.6% | -1.5% | -6.1% | -7.6% |
| 3M | -8.6% | +15.5% | -24.0% | -9.3% |
| 6M | +4.1% | +17.3% | -13.2% | +2.6% |
| YTD | +2.2% | +11.1% | -8.9% | +0.7% |
| 1Y | +26.2% | -14.3% | +40.5% | +28.8% |
| All | +26.2% | -15.2% | +41.3% | +28.8% |
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