+29.7%
UTHR vs RRC
+38.2%
-8.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +1.3% | -0.1% | +1.2% |
| 7D | -2.1% | -0.5% | -1.6% | -2.1% |
| 30D | +8.3% | +25.2% | -16.9% | +8.5% |
| 3M | +15.5% | +27.8% | -12.3% | +15.8% |
| 6M | +4.5% | +27.2% | -22.7% | +4.9% |
| YTD | +22.2% | +48.2% | -25.9% | +18.8% |
| 1Y | +29.7% | +34.7% | -5.0% | +28.7% |
| All | +29.7% | +38.2% | -8.5% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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