+164.1%
UTHR vs RVTY
+91.6%
+72.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.0% | +2.1% | +1.2% |
| 7D | -2.1% | -2.7% | +0.6% | -1.8% |
| 30D | +7.2% | +3.2% | +3.9% | +6.7% |
| 3M | +11.1% | +37.2% | -26.1% | +6.0% |
| 6M | +4.2% | +57.7% | -53.5% | -3.0% |
| YTD | +20.8% | +64.8% | -44.0% | +10.8% |
| 1Y | +29.7% | +72.8% | -43.2% | +17.8% |
| 3Y | +164.1% | +89.8% | +74.3% | +138.5% |
| All | +164.1% | +91.6% | +72.5% | +138.5% |
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