+178.1%
UTHR vs RACE
+65.0%
+113.1%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.8% | -0.4% |
| 7D | -6.1% | +5.1% | -11.2% | -6.8% |
| 30D | +3.1% | +7.7% | -4.6% | +2.0% |
| 3M | +5.5% | +2.2% | +3.3% | +5.0% |
| 6M | -5.8% | +23.8% | -29.6% | -9.5% |
| YTD | +15.3% | +13.9% | +1.4% | +11.9% |
| 1Y | +23.8% | +3.8% | +20.0% | +22.2% |
| 3Y | +146.3% | +28.0% | +118.3% | +134.8% |
| All | +178.1% | +65.0% | +113.1% | +145.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling