+295.3%
UTHR vs RACE
+647.6%
-352.3%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.9% | +1.4% | -0.1% |
| 7D | -5.4% | -2.5% | -2.9% | -4.9% |
| 30D | -6.0% | +0.8% | -6.8% | -6.3% |
| 3M | -11.0% | +17.2% | -28.1% | -14.5% |
| 6M | -0.5% | +13.6% | -14.1% | -4.2% |
| YTD | +0.1% | +12.2% | -12.1% | -3.7% |
| 1Y | +28.2% | -16.3% | +44.4% | +31.9% |
| 3Y | +113.8% | +36.4% | +77.4% | +91.9% |
| 5Y | +131.3% | +95.0% | +36.4% | +85.5% |
| 10Y | +296.7% | +813.2% | -516.5% | +113.0% |
| All | +295.3% | +647.6% | -352.3% | +102.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling