+9,674.9%
UTHR vs RVTY
+1,205.2%
+8,469.7%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.5% | +1.7% | +1.4% |
| 7D | -2.1% | -0.7% | -1.4% | -1.8% |
| 30D | +8.3% | +1.7% | +6.5% | +7.5% |
| 3M | +15.5% | +36.8% | -21.3% | +4.3% |
| 6M | +4.5% | +60.1% | -55.6% | -10.6% |
| YTD | +22.2% | +64.0% | -41.7% | +2.7% |
| 1Y | +29.7% | +68.2% | -38.5% | +7.9% |
| 3Y | +167.3% | +88.8% | +78.5% | +107.5% |
| 5Y | +196.5% | -10.5% | +207.0% | +180.1% |
| 10Y | +369.0% | +219.7% | +149.3% | +183.0% |
| All | +9,674.9% | +1,205.2% | +8,469.7% | +3,568.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling