+121.2%
UTHR vs RVTY
+16.6%
+104.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.4% |
| 7D | -2.9% | +0.4% | -3.3% | -3.0% |
| 30D | -7.6% | +10.8% | -18.4% | -8.9% |
| 3M | -8.6% | +26.8% | -35.4% | -11.7% |
| 6M | +4.1% | +39.3% | -35.2% | -1.1% |
| YTD | +2.2% | +31.6% | -29.4% | -2.5% |
| 1Y | +26.2% | +47.7% | -21.5% | +17.7% |
| 3Y | +121.2% | +19.9% | +101.3% | +112.5% |
| All | +121.2% | +16.6% | +104.6% | +112.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling