+98.5%
DAL vs UTHR
+114.7%
-16.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +1.9% |
| 7D | +0.1% | -5.4% | +5.5% | +0.9% |
| 30D | -13.9% | -6.0% | -7.9% | -13.2% |
| 3M | +1.1% | -11.0% | +12.0% | +2.8% |
| 6M | +26.2% | -0.5% | +26.8% | +25.7% |
| YTD | +16.4% | +0.1% | +16.4% | +15.4% |
| 1Y | +33.9% | +28.2% | +5.7% | +26.6% |
| All | +98.5% | +114.7% | -16.2% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling