+7,901.8%
UTHR vs RRC
+1,284.0%
+6,617.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.4% |
| 7D | -5.4% | +1.3% | -6.7% | -5.5% |
| 30D | -6.0% | +10.1% | -16.2% | -7.1% |
| 3M | -11.0% | +4.0% | -15.0% | -11.5% |
| 6M | -0.5% | +1.6% | -2.1% | -1.0% |
| YTD | +0.1% | +19.7% | -19.6% | -2.4% |
| 1Y | +28.2% | +21.4% | +6.7% | +24.5% |
| 3Y | +113.8% | +29.7% | +84.2% | +103.6% |
| 5Y | +131.3% | +153.9% | -22.6% | +96.4% |
| 10Y | +296.7% | +10.8% | +285.9% | +232.7% |
| All | +7,901.8% | +1,284.0% | +6,617.8% | +5,208.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling