+192.8%
UTHR vs RRC
+111.3%
+81.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +0.3% | +3.4% | +3.6% |
| 7D | -2.3% | -10.3% | +8.0% | -1.6% |
| 30D | +6.1% | +19.5% | -13.4% | +4.7% |
| 3M | +8.1% | +27.9% | -19.8% | +6.1% |
| 6M | +3.1% | +21.2% | -18.1% | +1.5% |
| YTD | +19.5% | +39.6% | -20.0% | +16.1% |
| 1Y | +29.7% | +31.3% | -1.5% | +26.6% |
| 3Y | +162.7% | +51.9% | +110.8% | +151.4% |
| 5Y | +192.8% | +110.2% | +82.6% | +174.6% |
| All | +192.8% | +111.3% | +81.5% | +174.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling