+7,901.8%
UTHR vs RJF
+4,000.1%
+3,901.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.0% | -0.1% |
| 7D | -5.4% | -0.6% | -4.8% | -5.3% |
| 30D | -6.0% | -1.3% | -4.8% | -5.9% |
| 3M | -11.0% | +18.9% | -29.8% | -15.2% |
| 6M | -0.5% | +15.0% | -15.6% | -4.5% |
| YTD | +0.1% | +12.2% | -12.1% | -3.6% |
| 1Y | +28.2% | +5.6% | +22.5% | +25.1% |
| 3Y | +113.8% | +74.9% | +39.0% | +79.8% |
| 5Y | +131.3% | +106.6% | +24.7% | +81.6% |
| 10Y | +296.7% | +433.1% | -136.3% | +131.5% |
| All | +7,901.8% | +4,000.1% | +3,901.7% | +2,372.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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