+136.5%
UTHR vs RRC
+153.5%
-17.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | -2.9% | -1.2% | -1.7% | -2.8% |
| 30D | -7.6% | +9.4% | -17.0% | -8.1% |
| 3M | -8.6% | +7.4% | -16.0% | -9.1% |
| 6M | +4.1% | +1.5% | +2.7% | +3.8% |
| YTD | +2.2% | +19.4% | -17.2% | +0.6% |
| 1Y | +26.2% | +24.2% | +2.0% | +23.6% |
| 3Y | +121.2% | +32.8% | +88.4% | +114.2% |
| 5Y | +136.5% | +152.9% | -16.4% | +126.3% |
| All | +136.5% | +153.5% | -17.0% | +126.3% |
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