+118.4%
DAL vs UTHR
+193.6%
-75.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UTHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.1% |
| 7D | +2.3% | -2.1% | +4.4% | +2.7% |
| 30D | +14.3% | +8.3% | +6.0% | +13.0% |
| 3M | +1.3% | +15.5% | -14.3% | -1.1% |
| 6M | +29.3% | +4.5% | +24.8% | +28.2% |
| YTD | +33.0% | +22.2% | +10.7% | +27.7% |
| 1Y | +59.8% | +29.7% | +30.1% | +51.8% |
| 3Y | +177.2% | +167.3% | +9.9% | +124.7% |
| 5Y | +118.4% | +196.5% | -78.1% | +63.3% |
| All | +118.4% | +193.6% | -75.3% | +63.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling