+104.3%
DAL vs UTHR
+364.7%
-260.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.3% |
| 7D | -1.1% | +5.2% | -6.3% | -2.1% |
| 30D | +12.8% | +9.5% | +3.4% | +10.9% |
| 3M | -5.3% | +17.9% | -23.2% | -8.7% |
| 6M | +22.4% | +2.0% | +20.4% | +21.4% |
| YTD | +25.6% | +21.3% | +4.3% | +19.3% |
| 1Y | +45.5% | +27.9% | +17.6% | +36.6% |
| 3Y | +161.0% | +162.3% | -1.4% | +102.1% |
| 5Y | +112.2% | +190.7% | -78.5% | +56.8% |
| All | +104.3% | +364.7% | -260.4% | +24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UTHR.
Daily Out/Under-Performance
Portfolio return minus UTHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UTHR 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 10y: compounded portfolio wealth divided by compounded UTHR 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…
10y analysis · Full analysis span regression · 6 months rolling