+25.5%
UTHR vs RVTY
+43.7%
-18.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.5% | +4.3% | +1.9% |
| 7D | +3.0% | -5.4% | +8.4% | +3.4% |
| 30D | -4.3% | +6.7% | -11.1% | -4.9% |
| 3M | -8.4% | +19.0% | -27.4% | -9.9% |
| 6M | -4.2% | +34.6% | -38.9% | -7.2% |
| YTD | +4.0% | +28.3% | -24.3% | +0.7% |
| 1Y | +25.5% | +46.0% | -20.5% | +17.4% |
| All | +25.5% | +43.7% | -18.2% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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