+28.3%
UTHR vs RACE
+3.0%
+25.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.7% | +3.0% | +3.6% |
| 7D | -2.3% | +3.9% | -6.2% | -2.2% |
| 30D | +6.1% | +7.4% | -1.4% | +6.3% |
| 3M | +8.1% | +1.6% | +6.5% | +8.3% |
| 6M | +3.1% | +23.3% | -20.2% | +2.2% |
| YTD | +19.5% | +14.7% | +4.9% | +16.9% |
| All | +28.3% | +3.0% | +25.3% | +28.1% |
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